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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 | $34,625 | $176,402-80.4% | $134,162-74.2% | $158,982-78.2% |
| Participation rate | 69.6% | 78.7%-9.2pp | 72.2%-2.6pp | 82.0%-12.4pp |
| Annual return | 24.60% | 63.66%-39.1pp | 36.35%-11.7pp | 302.99%-278.4pp |
| Employer contribution / active EE | $967 | $5,042-80.8% | $3,705-73.9% | $4,763-79.7% |
| Participant deferral / active EE | $4,514 | $4,093+10.3% | $3,500+29.0% | $5,983-24.6% |
| Admin fee / account holder | $326 | $8,719-96.3% | $6,685-95.1% | $11,252-97.1% |