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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,418 | $99,652-67.5% | $78,778-58.8% | $147,586-78.0% |
| Participation rate | 63.6% | 76.2%-12.6pp | 69.2%-5.6pp | 82.8%-19.2pp |
| Annual return | 14.95% | 47.28%-32.3pp | 35.62%-20.7pp | 578.59%-563.6pp |
| Employer contribution / active EE | $868 | $2,796-68.9% | $1,986-56.3% | $4,876-82.2% |
| Participant deferral / active EE | $873 | $3,664-76.2% | $2,958-70.5% | $5,439-84.0% |
| Admin fee / account holder | $1,530 | $7,155-78.6% | $5,134-70.2% | $10,886-85.9% |