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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 | $32,393 | $72,071-55.1% | $68,368-52.6% | $137,256-76.4% |
| Participation rate | 52.2% | 76.2%-24.1pp | 73.8%-21.6pp | 80.0%-27.8pp |
| Annual return | 13.65% | 353.14%-339.5pp | 292.57%-278.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $866 | $2,788-68.9% | $2,649-67.3% | $4,156-79.2% |
| Participant deferral / active EE | $1,949 | $4,410-55.8% | $4,123-52.7% | $6,407-69.6% |
| Admin fee / account holder | $787 | $5,336-85.2% | $5,150-84.7% | $12,270-93.6% |