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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 | $31,749 | $108,882-70.8% | $96,754-67.2% | $154,746-79.5% |
| Participation rate | 58.3% | 75.1%-16.7pp | 70.3%-11.9pp | 80.7%-22.4pp |
| Annual return | 13.66% | 98.39%-84.7pp | 82.04%-68.4pp | 172.34%-158.7pp |
| Employer contribution / active EE | $961 | $3,018-68.2% | $2,679-64.1% | $4,379-78.1% |
| Participant deferral / active EE | $3,652 | $5,323-31.4% | $4,758-23.2% | $6,730-45.7% |
| Admin fee / account holder | $2,036 | $10,200-80.0% | $8,905-77.1% | $14,365-85.8% |