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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 | $30,521 | $78,705-61.2% | $117,857-74.1% | $70,131-56.5% |
| Participation rate | 64.3% | 73.2%-8.9pp | 79.7%-15.4pp | 69.5%-5.3pp |
| Annual return | 13.38% | 23.30%-9.9pp | 335.09%-321.7pp | 73.14%-59.8pp |
| Employer contribution / active EE | $584 | $2,223-73.7% | $3,786-84.6% | $2,342-75.1% |
| Participant deferral / active EE | $1,941 | $3,297-41.1% | $4,482-56.7% | $3,332-41.8% |
| Admin fee / account holder | $965 | $5,065-81.0% | $8,020-88.0% | $4,645-79.2% |