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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 | $34,731 | $102,638-66.2% | $81,991-57.6% | $158,966-78.2% |
| Participation rate | 31.6% | 75.5%-44.0pp | 69.3%-37.7pp | 82.0%-50.4pp |
| Annual return | 23.32% | 61.05%-37.7pp | 41.31%-18.0pp | 302.95%-279.6pp |
| Employer contribution / active EE | $892 | $3,241-72.5% | $2,498-64.3% | $4,762-81.3% |
| Participant deferral / active EE | $2,559 | $4,649-45.0% | $3,722-31.3% | $5,983-57.2% |
| Admin fee / account holder | $483 | $8,237-94.1% | $5,665-91.5% | $11,250-95.7% |