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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 | $22,258 | $91,037-75.6% | $71,671-68.9% | $147,586-84.9% |
| Participation rate | 34.8% | 76.1%-41.3pp | 68.7%-34.0pp | 82.8%-48.0pp |
| Annual return | 11.70% | 20.48%-8.8pp | 20.65%-8.9pp | 578.59%-566.9pp |
| Employer contribution / active EE | $1,233 | $3,327-62.9% | $2,460-49.9% | $4,876-74.7% |
| Participant deferral / active EE | $2,008 | $4,498-55.4% | $3,438-41.6% | $5,439-63.1% |
| Admin fee / account holder | $7,723 | $8,613-10.3% | $5,558+38.9% | $10,886-29.1% |