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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 | $21,332 | $110,379-80.7% | $102,412-79.2% | $145,884-85.4% |
| Participation rate | 58.3% | 77.9%-19.6pp | 74.5%-16.2pp | 80.3%-22.0pp |
| Annual return | 11.19% | 24.84%-13.7pp | 24.94%-13.8pp | 551.85%-540.7pp |
| Employer contribution / active EE | $1,302 | $4,216-69.1% | $3,870-66.3% | $4,662-72.1% |
| Participant deferral / active EE | $2,590 | $5,622-53.9% | $5,060-48.8% | $6,690-61.3% |
| Admin fee / account holder | $1,410 | $9,745-85.5% | $8,388-83.2% | $13,392-89.5% |