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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 | $21,704 | $108,882-80.1% | $96,754-77.6% | $154,746-86.0% |
| Participation rate | 53.8% | 75.1%-21.2pp | 70.3%-16.4pp | 80.7%-26.9pp |
| Annual return | 12.79% | 98.39%-85.6pp | 82.04%-69.2pp | 172.34%-159.5pp |
| Employer contribution / active EE | $853 | $3,018-71.7% | $2,679-68.1% | $4,379-80.5% |
| Participant deferral / active EE | $1,433 | $5,323-73.1% | $4,758-69.9% | $6,730-78.7% |
| Admin fee / account holder | $5,130 | $10,200-49.7% | $8,905-42.4% | $14,365-64.3% |