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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 | $31,170 | $29,051+7.3% | $52,425-40.5% | $67,986-54.2% |
| Participation rate | 25.7% | 30.4%-4.7pp | 55.6%-29.9pp | 57.2%-31.5pp |
| Annual return | 18.29% | 24.00%-5.7pp | 302.12%-283.8pp | 31.67%-13.4pp |
| Employer contribution / active EE | $679 | $412+64.8% | $914-25.8% | $2,019-66.4% |
| Participant deferral / active EE | $1,432 | $873+64.0% | $1,790-20.0% | $3,358-57.3% |
| Admin fee / account holder | $2,459 | $2,113+16.4% | $2,495-1.4% | $3,203-23.2% |