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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 | $23,117 | $47,479-51.3% | $62,929-63.3% | $82,448-72.0% |
| Participation rate | 56.3% | 66.9%-10.6pp | 73.1%-16.9pp | 68.1%-11.8pp |
| Annual return | 17.38% | 20.34%-3.0pp | 1063.93%-1046.5pp | 41.64%-24.3pp |
| Employer contribution / active EE | $1,093 | $1,885-42.0% | $2,505-56.3% | $2,551-57.1% |
| Participant deferral / active EE | $1,569 | $2,870-45.3% | $3,888-59.6% | $4,139-62.1% |
| Admin fee / account holder | $2,500 | $3,804-34.3% | $5,065-50.6% | $7,234-65.4% |