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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 | $28,482 | $48,327-41.1% | $67,575-57.9% | $80,935-64.8% |
| Participation rate | 45.0% | 66.4%-21.4pp | 72.9%-27.9pp | 67.7%-22.7pp |
| Annual return | 14.01% | 18.31%-4.3pp | 3528.98%-3515.0pp | 35.66%-21.7pp |
| Employer contribution / active EE | $1,324 | $2,022-34.5% | $2,736-51.6% | $2,757-52.0% |
| Participant deferral / active EE | $2,643 | $2,927-9.7% | $4,003-34.0% | $4,299-38.5% |
| Admin fee / account holder | $458 | $3,692-87.6% | $3,993-88.5% | $6,924-93.4% |