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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 | $21,974 | $110,337-80.1% | $102,383-78.5% | $145,877-84.9% |
| Participation rate | 58.3% | 77.9%-19.6pp | 74.5%-16.2pp | 80.3%-22.0pp |
| Annual return | 13.33% | 24.83%-11.5pp | 24.94%-11.6pp | 551.28%-538.0pp |
| Employer contribution / active EE | $1,145 | $4,216-72.8% | $3,870-70.4% | $4,663-75.4% |
| Participant deferral / active EE | $1,878 | $5,621-66.6% | $5,060-62.9% | $6,691-71.9% |
| Admin fee / account holder | $443 | $9,750-95.5% | $8,391-94.7% | $13,402-96.7% |