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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 | $20,426 | $77,449-73.6% | $69,483-70.6% | $152,909-86.6% |
| Participation rate | 31.8% | 78.1%-46.3pp | 74.6%-42.8pp | 82.5%-50.6pp |
| Annual return | 8.68% | 39.09%-30.4pp | 28.99%-20.3pp | 345.46%-336.8pp |
| Employer contribution / active EE | $938 | $3,316-71.7% | $2,780-66.2% | $4,764-80.3% |
| Participant deferral / active EE | $2,297 | $4,415-48.0% | $3,537-35.0% | $5,851-60.7% |
| Admin fee / account holder | $10,761 | $6,210+73.3% | $3,841+180.2% | $11,601-7.2% |