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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 | $23,886 | $48,337-50.6% | $67,560-64.6% | $80,959-70.5% |
| Participation rate | 36.4% | 66.4%-30.1pp | 72.9%-36.6pp | 67.7%-31.3pp |
| Annual return | 11.43% | 18.26%-6.8pp | 3533.50%-3522.1pp | 35.67%-24.2pp |
| Employer contribution / active EE | $867 | $2,023-57.1% | $2,737-68.3% | $2,757-68.6% |
| Participant deferral / active EE | $1,261 | $2,928-56.9% | $4,004-68.5% | $4,300-70.7% |
| Admin fee / account holder | $1,956 | $3,695-47.1% | $3,994-51.0% | $6,925-71.8% |