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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 | $23,123 | $89,367-74.1% | $141,191-83.6% | $72,975-68.3% |
| Participation rate | 35.1% | 75.1%-40.0pp | 82.5%-47.3pp | 69.5%-34.4pp |
| Annual return | 30.44% | 111.87%-81.4pp | 71.41%-41.0pp | 81.01%-50.6pp |
| Employer contribution / active EE | $1,241 | $3,115-60.2% | $4,736-73.8% | $2,440-49.1% |
| Participant deferral / active EE | $2,884 | $5,419-46.8% | $6,710-57.0% | $3,608-20.1% |
| Admin fee / account holder | $642 | $5,957-89.2% | $10,264-93.7% | $5,124-87.5% |