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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 | $23,675 | $124,330-81.0% | $109,173-78.3% | $167,536-85.9% |
| Participation rate | 57.9% | 79.5%-21.6pp | 75.9%-18.0pp | 82.1%-24.2pp |
| Annual return | 14.91% | 26.04%-11.1pp | 25.75%-10.8pp | 478.82%-463.9pp |
| Employer contribution / active EE | $1,322 | $4,209-68.6% | $3,723-64.5% | $4,839-72.7% |
| Participant deferral / active EE | $3,373 | $5,256-35.8% | $4,654-27.5% | $6,342-46.8% |
| Admin fee / account holder | $353 | $7,974-95.6% | $6,755-94.8% | $12,315-97.1% |