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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 | $30,963 | $108,922-71.6% | $100,398-69.2% | $145,978-78.8% |
| Participation rate | 57.1% | 83.0%-25.8pp | 81.5%-24.4pp | 80.3%-23.1pp |
| Annual return | 12.53% | 58.04%-45.5pp | 49.32%-36.8pp | 550.52%-538.0pp |
| Employer contribution / active EE | $1,306 | $4,426-70.5% | $3,946-66.9% | $4,662-72.0% |
| Participant deferral / active EE | $3,438 | $8,450-59.3% | $8,084-57.5% | $6,690-48.6% |
| Admin fee / account holder | $684 | $9,680-92.9% | $7,893-91.3% | $13,400-94.9% |