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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 | $31,313 | $127,790-75.5% | $106,554-70.6% | $167,553-81.3% |
| Participation rate | 63.6% | 78.3%-14.6pp | 76.1%-12.5pp | 82.1%-18.5pp |
| Annual return | 23.49% | 33.88%-10.4pp | 26.80%-3.3pp | 478.89%-455.4pp |
| Employer contribution / active EE | $803 | $3,427-76.6% | $2,819-71.5% | $4,840-83.4% |
| Participant deferral / active EE | $3,900 | $5,088-23.3% | $4,398-11.3% | $6,343-38.5% |
| Admin fee / account holder | $693 | $11,231-93.8% | $7,408-90.6% | $12,316-94.4% |