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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 | $22,649 | $110,379-79.5% | $102,412-77.9% | $145,884-84.5% |
| Participation rate | 41.7% | 77.9%-36.3pp | 74.5%-32.8pp | 80.3%-38.6pp |
| Annual return | 14.75% | 24.84%-10.1pp | 24.94%-10.2pp | 551.85%-537.1pp |
| Employer contribution / active EE | $1,266 | $4,216-70.0% | $3,870-67.3% | $4,662-72.8% |
| Participant deferral / active EE | $1,746 | $5,622-68.9% | $5,060-65.5% | $6,690-73.9% |
| Admin fee / account holder | $4,128 | $9,745-57.6% | $8,388-50.8% | $13,392-69.2% |