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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 | $24,169 | $70,684-65.8% | $169,390-85.7% | $75,173-67.8% |
| Participation rate | 45.1% | 64.8%-19.7pp | 77.2%-32.1pp | 67.2%-22.1pp |
| Annual return | 24.93% | 36.38%-11.5pp | 406.07%-381.1pp | 160.72%-135.8pp |
| Employer contribution / active EE | $1,256 | $2,211-43.2% | $4,013-68.7% | $2,671-53.0% |
| Participant deferral / active EE | $4,631 | $4,310+7.5% | $6,222-25.6% | $4,126+12.2% |
| Admin fee / account holder | $567 | $5,404-89.5% | $9,015-93.7% | $5,651-90.0% |