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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 | $33,434 | $109,372-69.4% | $89,414-62.6% | $158,966-79.0% |
| Participation rate | 58.8% | 74.3%-15.4pp | 68.0%-9.2pp | 82.0%-23.1pp |
| Annual return | 12.40% | 345.55%-333.2pp | 245.50%-233.1pp | 302.95%-290.5pp |
| Employer contribution / active EE | $447 | $3,171-85.9% | $2,586-82.7% | $4,762-90.6% |
| Participant deferral / active EE | $2,102 | $4,598-54.3% | $3,890-46.0% | $5,983-64.9% |
| Admin fee / account holder | $689 | $6,156-88.8% | $4,883-85.9% | $11,250-93.9% |