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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 | $31,326 | $95,406-67.2% | $185,849-83.1% | $85,847-63.5% |
| Participation rate | 61.8% | 68.8%-7.0pp | 81.7%-19.9pp | 69.3%-7.6pp |
| Annual return | 14.94% | 23.59%-8.7pp | 122.10%-107.2pp | 318.61%-303.7pp |
| Employer contribution / active EE | $1,175 | $3,314-64.5% | $5,169-77.3% | $2,565-54.2% |
| Participant deferral / active EE | $1,719 | $3,424-49.8% | $5,569-69.1% | $3,952-56.5% |
| Admin fee / account holder | $4,491 | $7,214-37.7% | $16,244-72.4% | $6,261-28.3% |