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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 | $23,312 | $48,327-51.8% | $67,575-65.5% | $80,935-71.2% |
| Participation rate | 24.4% | 66.4%-42.0pp | 72.9%-48.5pp | 67.7%-43.3pp |
| Annual return | 11.89% | 18.31%-6.4pp | 3528.98%-3517.1pp | 35.66%-23.8pp |
| Employer contribution / active EE | $455 | $2,022-77.5% | $2,736-83.4% | $2,757-83.5% |
| Participant deferral / active EE | $1,429 | $2,927-51.2% | $4,003-64.3% | $4,299-66.8% |
| Admin fee / account holder | $5,765 | $3,692+56.1% | $3,993+44.4% | $6,924-16.8% |