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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 | $33,461 | $208,088-83.9% | $186,193-82.0% | $154,746-78.4% |
| Participation rate | 33.3% | 80.0%-46.7pp | 77.1%-43.8pp | 80.7%-47.4pp |
| Annual return | 13.93% | 89.97%-76.0pp | 78.03%-64.1pp | 172.34%-158.4pp |
| Employer contribution / active EE | $589 | $4,340-86.4% | $3,918-85.0% | $4,379-86.5% |
| Participant deferral / active EE | $4,108 | $7,078-42.0% | $6,513-36.9% | $6,730-39.0% |
| Admin fee / account holder | $4,450 | $11,698-62.0% | $11,058-59.8% | $14,365-69.0% |