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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 | $31,792 | $99,652-68.1% | $78,778-59.6% | $147,585-78.5% |
| Participation rate | 64.3% | 76.2%-11.9pp | 69.2%-4.9pp | 82.8%-18.5pp |
| Annual return | 16.35% | 47.28%-30.9pp | 35.62%-19.3pp | 578.58%-562.2pp |
| Employer contribution / active EE | $918 | $2,796-67.2% | $1,986-53.8% | $4,876-81.2% |
| Participant deferral / active EE | $2,588 | $3,664-29.4% | $2,958-12.5% | $5,439-52.4% |
| Admin fee / account holder | $306 | $7,155-95.7% | $5,134-94.0% | $10,886-97.2% |