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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 | $30,732 | $98,766-68.9% | $149,730-79.5% | $79,852-61.5% |
| Participation rate | 65.9% | 75.8%-9.9pp | 82.5%-16.6pp | 69.6%-3.8pp |
| Annual return | 17.54% | 27.43%-9.9pp | 276.70%-259.2pp | 31.72%-14.2pp |
| Employer contribution / active EE | $767 | $3,217-76.1% | $4,645-83.5% | $2,471-68.9% |
| Participant deferral / active EE | $3,206 | $5,681-43.6% | $6,843-53.1% | $3,740-14.3% |
| Admin fee / account holder | $4,237 | $6,052-30.0% | $9,310-54.5% | $5,306-20.2% |