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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 | $31,599 | $114,013-72.3% | $103,693-69.5% | $155,188-79.6% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-6.0pp | 80.8%-14.1pp |
| Annual return | 15.80% | 49.31%-33.5pp | 47.61%-31.8pp | 148.84%-133.0pp |
| Employer contribution / active EE | $487 | $3,131-84.5% | $2,920-83.3% | $4,248-88.5% |
| Participant deferral / active EE | $2,636 | $4,970-47.0% | $4,579-42.4% | $6,531-59.6% |
| Admin fee / account holder | $1,326 | $8,407-84.2% | $7,858-83.1% | $14,480-90.8% |