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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 | $20,432 | $108,882-81.2% | $96,754-78.9% | $154,746-86.8% |
| Participation rate | 44.4% | 75.1%-30.6pp | 70.3%-25.8pp | 80.7%-36.3pp |
| Annual return | 14.62% | 98.39%-83.8pp | 82.04%-67.4pp | 172.34%-157.7pp |
| Employer contribution / active EE | $738 | $3,018-75.6% | $2,679-72.5% | $4,379-83.2% |
| Participant deferral / active EE | $1,664 | $5,323-68.7% | $4,758-65.0% | $6,730-75.3% |
| Admin fee / account holder | $1,649 | $10,200-83.8% | $8,905-81.5% | $14,365-88.5% |