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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 | $19,973 | $48,327-58.7% | $67,575-70.4% | $80,935-75.3% |
| Participation rate | 41.7% | 66.4%-24.7pp | 72.9%-31.2pp | 67.7%-26.0pp |
| Annual return | 12.38% | 18.31%-5.9pp | 3528.98%-3516.6pp | 35.66%-23.3pp |
| Employer contribution / active EE | $581 | $2,022-71.3% | $2,736-78.8% | $2,757-78.9% |
| Participant deferral / active EE | $1,778 | $2,927-39.3% | $4,003-55.6% | $4,299-58.7% |
| Admin fee / account holder | $1,871 | $3,692-49.3% | $3,993-53.1% | $6,924-73.0% |