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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 | $24,080 | $112,915-78.7% | $90,965-73.5% | $158,950-84.9% |
| Participation rate | 63.6% | 74.7%-11.1pp | 69.0%-5.4pp | 82.0%-18.3pp |
| Annual return | 17.89% | 215.75%-197.9pp | 134.57%-116.7pp | 302.91%-285.0pp |
| Employer contribution / active EE | $710 | $2,894-75.5% | $2,122-66.5% | $4,762-85.1% |
| Participant deferral / active EE | $4,007 | $4,128-2.9% | $3,373+18.8% | $5,983-33.0% |
| Admin fee / account holder | $1,062 | $8,044-86.8% | $5,960-82.2% | $11,248-90.6% |