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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 | $23,026 | $85,171-73.0% | $172,752-86.7% | $72,975-68.4% |
| Participation rate | 63.6% | 70.1%-6.4pp | 82.6%-19.0pp | 69.5%-5.9pp |
| Annual return | 22.99% | 27.32%-4.3pp | 802.97%-780.0pp | 81.01%-58.0pp |
| Employer contribution / active EE | $1,111 | $3,324-66.6% | $5,144-78.4% | $2,440-54.5% |
| Participant deferral / active EE | $1,505 | $3,260-53.8% | $5,198-71.1% | $3,608-58.3% |
| Admin fee / account holder | $990 | $5,880-83.2% | $13,955-92.9% | $5,124-80.7% |