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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 | $22,080 | $95,415-76.9% | $185,851-88.1% | $85,851-74.3% |
| Participation rate | 67.6% | 68.8%-1.2pp | 81.7%-14.1pp | 69.3%-1.7pp |
| Annual return | 11.85% | 23.59%-11.7pp | 122.11%-110.3pp | 318.63%-306.8pp |
| Employer contribution / active EE | $1,273 | $3,314-61.6% | $5,168-75.4% | $2,565-50.4% |
| Participant deferral / active EE | $2,412 | $3,424-29.6% | $5,569-56.7% | $3,952-39.0% |
| Admin fee / account holder | $5,055 | $7,215-29.9% | $16,245-68.9% | $6,261-19.3% |