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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 | $22,427 | $64,705-65.3% | $62,929-64.4% | $67,986-67.0% |
| Participation rate | 45.1% | 65.6%-20.5pp | 73.1%-28.0pp | 57.2%-12.1pp |
| Annual return | 13.69% | 20.31%-6.6pp | 1063.93%-1050.2pp | 31.67%-18.0pp |
| Employer contribution / active EE | $704 | $2,376-70.4% | $2,505-71.9% | $2,019-65.1% |
| Participant deferral / active EE | $1,013 | $3,198-68.3% | $3,888-73.9% | $3,358-69.8% |
| Admin fee / account holder | $1,124 | $1,428-21.3% | $5,065-77.8% | $3,203-64.9% |