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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 | $29,906 | $81,208-63.2% | $98,920-69.8% | $79,856-62.5% |
| Participation rate | 58.1% | 72.5%-14.4pp | 76.0%-18.0pp | 69.6%-11.6pp |
| Annual return | 12.66% | 60.99%-48.3pp | 196.47%-183.8pp | 31.71%-19.0pp |
| Employer contribution / active EE | $973 | $1,960-50.3% | $2,689-63.8% | $2,471-60.6% |
| Participant deferral / active EE | $1,585 | $3,265-51.5% | $4,245-62.7% | $3,741-57.6% |
| Admin fee / account holder | $489 | $6,013-91.9% | $6,643-92.6% | $5,306-90.8% |