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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 | $22,185 | $117,444-81.1% | $99,479-77.7% | $152,909-85.5% |
| Participation rate | 39.1% | 77.5%-38.4pp | 73.8%-34.7pp | 82.5%-43.3pp |
| Annual return | 20.41% | 31.87%-11.5pp | 30.72%-10.3pp | 345.46%-325.0pp |
| Employer contribution / active EE | $473 | $3,014-84.3% | $2,540-81.4% | $4,764-90.1% |
| Participant deferral / active EE | $1,289 | $4,086-68.5% | $3,619-64.4% | $5,851-78.0% |
| Admin fee / account holder | $1,474 | $7,635-80.7% | $6,253-76.4% | $11,601-87.3% |