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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 | $21,944 | $104,664-79.0% | $85,693-74.4% | $167,518-86.9% |
| Participation rate | 60.0% | 76.4%-16.4pp | 69.9%-9.9pp | 82.1%-22.1pp |
| Annual return | 13.27% | 21.45%-8.2pp | 21.49%-8.2pp | 478.71%-465.4pp |
| Employer contribution / active EE | $1,380 | $3,337-58.7% | $2,618-47.3% | $4,838-71.5% |
| Participant deferral / active EE | $1,871 | $4,824-61.2% | $3,923-52.3% | $6,342-70.5% |
| Admin fee / account holder | $1,519 | $10,032-84.9% | $6,874-77.9% | $12,312-87.7% |