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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 | $31,473 | $72,071-56.3% | $68,368-54.0% | $137,256-77.1% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 15.24% | 353.14%-337.9pp | 292.57%-277.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $1,088 | $2,788-61.0% | $2,649-58.9% | $4,156-73.8% |
| Participant deferral / active EE | $3,184 | $4,410-27.8% | $4,123-22.8% | $6,407-50.3% |
| Admin fee / account holder | $890 | $5,336-83.3% | $5,150-82.7% | $12,270-92.7% |