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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 | $30,716 | $110,410-72.2% | $102,437-70.0% | $145,897-78.9% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.7pp | 80.3%-37.4pp |
| Annual return | 12.33% | 24.85%-12.5pp | 24.95%-12.6pp | 552.29%-540.0pp |
| Employer contribution / active EE | $889 | $4,217-78.9% | $3,871-77.0% | $4,663-80.9% |
| Participant deferral / active EE | $2,968 | $5,622-47.2% | $5,060-41.4% | $6,689-55.6% |
| Admin fee / account holder | $395 | $9,745-96.0% | $8,388-95.3% | $13,390-97.1% |