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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 | $26,698 | $29,051-8.1% | $52,425-49.1% | $67,986-60.7% |
| Participation rate | 23.9% | 30.4%-6.5pp | 55.6%-31.7pp | 57.2%-33.3pp |
| Annual return | 24.69% | 24.00%+0.7pp | 302.12%-277.4pp | 31.67%-7.0pp |
| Employer contribution / active EE | $545 | $412+32.4% | $914-40.3% | $2,019-73.0% |
| Participant deferral / active EE | $1,129 | $873+29.3% | $1,790-36.9% | $3,358-66.4% |
| Admin fee / account holder | $950 | $2,113-55.0% | $2,495-61.9% | $3,203-70.3% |