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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 | $22,432 | $106,247-78.9% | $96,515-76.8% | $139,466-83.9% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 20.29% | 38.47%-18.2pp | 35.73%-15.4pp | 373.66%-353.4pp |
| Employer contribution / active EE | $1,522 | $4,106-62.9% | $3,740-59.3% | $4,754-68.0% |
| Participant deferral / active EE | $5,770 | $5,456+5.8% | $4,880+18.2% | $6,712-14.0% |
| Admin fee / account holder | $1,150 | $7,885-85.4% | $6,735-82.9% | $11,409-89.9% |