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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 | $23,593 | $176,402-86.6% | $134,155-82.4% | $158,950-85.2% |
| Participation rate | 61.5% | 78.7%-17.2pp | 72.2%-10.6pp | 82.0%-20.4pp |
| Annual return | 21.76% | 63.66%-41.9pp | 36.34%-14.6pp | 302.91%-281.2pp |
| Employer contribution / active EE | $1,039 | $5,042-79.4% | $3,705-71.9% | $4,762-78.2% |
| Participant deferral / active EE | $2,060 | $4,093-49.7% | $3,500-41.1% | $5,983-65.6% |
| Admin fee / account holder | $2,308 | $8,719-73.5% | $6,685-65.5% | $11,248-79.5% |