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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 | $23,225 | $104,694-77.8% | $85,709-72.9% | $167,536-86.1% |
| Participation rate | 35.0% | 76.4%-41.4pp | 69.9%-34.9pp | 82.1%-47.1pp |
| Annual return | 15.67% | 21.45%-5.8pp | 21.49%-5.8pp | 478.82%-463.1pp |
| Employer contribution / active EE | $1,270 | $3,337-62.0% | $2,619-51.5% | $4,839-73.8% |
| Participant deferral / active EE | $2,668 | $4,826-44.7% | $3,924-32.0% | $6,342-57.9% |
| Admin fee / account holder | $1,360 | $10,035-86.5% | $6,876-80.2% | $12,315-89.0% |