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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 | $31,026 | $58,311-46.8% | $81,882-62.1% | $80,959-61.7% |
| Participation rate | 63.5% | 63.5%0pp | 72.4%-8.9pp | 67.7%-4.1pp |
| Annual return | 13.40% | 41.85%-28.4pp | 779.47%-766.1pp | 35.67%-22.3pp |
| Employer contribution / active EE | $739 | $2,347-68.5% | $2,916-74.7% | $2,757-73.2% |
| Participant deferral / active EE | $2,430 | $3,287-26.1% | $4,323-43.8% | $4,300-43.5% |
| Admin fee / account holder | $1,505 | $4,752-68.3% | $7,360-79.6% | $6,925-78.3% |