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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 | $22,338 | $110,337-79.8% | $102,383-78.2% | $145,877-84.7% |
| Participation rate | 65.0% | 77.9%-12.9pp | 74.5%-9.5pp | 80.3%-15.3pp |
| Annual return | 14.59% | 24.83%-10.2pp | 24.94%-10.3pp | 551.28%-536.7pp |
| Employer contribution / active EE | $1,919 | $4,216-54.5% | $3,870-50.4% | $4,663-58.8% |
| Participant deferral / active EE | $3,362 | $5,621-40.2% | $5,060-33.5% | $6,691-49.7% |
| Admin fee / account holder | $847 | $9,750-91.3% | $8,391-89.9% | $13,402-93.7% |