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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 | $30,178 | $69,274-56.4% | $64,097-52.9% | $139,487-78.4% |
| Participation rate | 66.7% | 75.6%-9.0pp | 72.3%-5.7pp | 80.3%-13.7pp |
| Annual return | 18.40% | 46.00%-27.6pp | 33.75%-15.3pp | 373.84%-355.4pp |
| Employer contribution / active EE | $531 | $3,187-83.3% | $2,750-80.7% | $4,755-88.8% |
| Participant deferral / active EE | $2,217 | $4,685-52.7% | $3,881-42.9% | $6,713-67.0% |
| Admin fee / account holder | $352 | $4,247-91.7% | $3,070-88.5% | $11,407-96.9% |