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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 | $21,128 | $48,314-56.3% | $67,561-68.7% | $80,925-73.9% |
| Participation rate | 37.0% | 66.4%-29.4pp | 72.9%-35.9pp | 67.7%-30.7pp |
| Annual return | 15.35% | 18.28%-2.9pp | 3525.44%-3510.1pp | 35.65%-20.3pp |
| Employer contribution / active EE | $697 | $2,022-65.5% | $2,735-74.5% | $2,756-74.7% |
| Participant deferral / active EE | $2,468 | $2,927-15.7% | $4,003-38.3% | $4,299-42.6% |
| Admin fee / account holder | $770 | $3,690-79.1% | $4,006-80.8% | $6,940-88.9% |