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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 | $22,892 | $77,901-70.6% | $149,717-84.7% | $75,181-69.6% |
| Participation rate | 39.3% | 65.6%-26.3pp | 78.8%-39.4pp | 67.2%-27.9pp |
| Annual return | 22.78% | 31.73%-8.9pp | 134.41%-111.6pp | 160.69%-137.9pp |
| Employer contribution / active EE | $486 | $3,137-84.5% | $4,820-89.9% | $2,671-81.8% |
| Participant deferral / active EE | $2,099 | $3,411-38.5% | $5,682-63.1% | $4,126-49.1% |
| Admin fee / account holder | $1,090 | $5,949-81.7% | $13,213-91.8% | $5,650-80.7% |