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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 | $21,326 | $41,150-48.2% | $80,607-73.5% | $71,495-70.2% |
| Participation rate | 31.3% | 50.3%-18.9pp | 67.0%-35.7pp | 67.9%-36.6pp |
| Annual return | 21.68% | 38.48%-16.8pp | 936.11%-914.4pp | 28.85%-7.2pp |
| Employer contribution / active EE | $1,013 | $1,515-33.1% | $2,724-62.8% | $2,589-60.9% |
| Participant deferral / active EE | $2,112 | $2,701-21.8% | $4,448-52.5% | $4,291-50.8% |
| Admin fee / account holder | $1,382 | $1,841-25.0% | $5,379-74.3% | $1,588-13.0% |