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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 | $68,658 | $101,063-32.1% | $81,473-15.7% | $147,586-53.5% |
| Participation rate | 33.3% | 74.5%-41.1pp | 68.0%-34.6pp | 82.8%-49.5pp |
| Annual return | 25.46% | 32.41%-6.9pp | 38.78%-13.3pp | 578.59%-553.1pp |
| Employer contribution / active EE | $565 | $3,206-82.4% | $2,568-78.0% | $4,876-88.4% |
| Participant deferral / active EE | $2,988 | $4,242-29.6% | $3,537-15.5% | $5,439-45.1% |
| Admin fee / account holder | $776 | $5,812-86.6% | $4,561-83.0% | $10,886-92.9% |