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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 | $31,513 | $74,400-57.6% | - | $74,400-57.6% |
| Participation rate | 30.8% | 67.2%-36.4pp | - | 67.2%-36.4pp |
| Annual return | 17.06% | 1367.51%-1350.4pp | - | 1367.51%-1350.4pp |
| Employer contribution / active EE | $856 | $2,624-67.4% | - | $2,624-67.4% |
| Participant deferral / active EE | $1,483 | $4,348-65.9% | - | $4,348-65.9% |
| Admin fee / account holder | $1,858 | $1,944-4.4% | - | $1,944-4.4% |