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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 | $22,881 | $165,912-86.2% | $122,342-81.3% | $147,585-84.5% |
| Participation rate | 33.3% | 79.6%-46.2pp | 71.6%-38.3pp | 82.8%-49.5pp |
| Annual return | 16.21% | 34.55%-18.3pp | 30.28%-14.1pp | 578.57%-562.4pp |
| Employer contribution / active EE | $833 | $5,754-85.5% | $4,051-79.4% | $4,876-82.9% |
| Participant deferral / active EE | $1,887 | $4,005-52.9% | $3,287-42.6% | $5,439-65.3% |
| Admin fee / account holder | $1,374 | $7,424-81.5% | $5,478-74.9% | $10,885-87.4% |