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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 | $22,829 | $89,367-74.5% | $141,191-83.8% | $72,975-68.7% |
| Participation rate | 53.6% | 75.1%-21.6pp | 82.5%-28.9pp | 69.5%-15.9pp |
| Annual return | 22.94% | 111.87%-88.9pp | 71.41%-48.5pp | 81.01%-58.1pp |
| Employer contribution / active EE | $2,433 | $3,115-21.9% | $4,736-48.6% | $2,440-0.3% |
| Participant deferral / active EE | $2,653 | $5,419-51.0% | $6,710-60.5% | $3,608-26.5% |
| Admin fee / account holder | $2,596 | $5,957-56.4% | $10,264-74.7% | $5,124-49.3% |