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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 | $23,722 | $103,392-77.1% | $87,104-72.8% | $152,897-84.5% |
| Participation rate | 47.4% | 79.4%-32.0pp | 76.9%-29.5pp | 82.5%-35.1pp |
| Annual return | 27.96% | 28.10%-0.1pp | 28.19%-0.2pp | 345.43%-317.5pp |
| Employer contribution / active EE | $1,335 | $3,221-58.5% | $2,521-47.0% | $4,764-72.0% |
| Participant deferral / active EE | $2,470 | $4,778-48.3% | $4,048-39.0% | $5,851-57.8% |
| Admin fee / account holder | $691 | $12,194-94.3% | $7,491-90.8% | $11,599-94.0% |