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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 | $31,299 | $103,387-69.7% | $87,102-64.1% | $152,885-79.5% |
| Participation rate | 55.6% | 79.4%-23.8pp | 76.9%-21.3pp | 82.5%-26.9pp |
| Annual return | 27.83% | 28.10%-0.3pp | 28.19%-0.4pp | 345.39%-317.6pp |
| Employer contribution / active EE | $829 | $3,221-74.3% | $2,521-67.1% | $4,763-82.6% |
| Participant deferral / active EE | $2,356 | $4,778-50.7% | $4,048-41.8% | $5,851-59.7% |
| Admin fee / account holder | $1,285 | $12,193-89.5% | $7,491-82.8% | $11,598-88.9% |