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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 | $20,232 | $110,410-81.7% | $102,437-80.2% | $145,897-86.1% |
| Participation rate | 56.5% | 77.9%-21.4pp | 74.5%-18.0pp | 80.3%-23.8pp |
| Annual return | 10.55% | 24.85%-14.3pp | 24.95%-14.4pp | 552.29%-541.7pp |
| Employer contribution / active EE | $1,559 | $4,217-63.0% | $3,871-59.7% | $4,663-66.6% |
| Participant deferral / active EE | $2,014 | $5,622-64.2% | $5,060-60.2% | $6,689-69.9% |
| Admin fee / account holder | $512 | $9,745-94.7% | $8,388-93.9% | $13,390-96.2% |