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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 | $20,464 | $48,327-57.7% | $67,575-69.7% | $80,935-74.7% |
| Participation rate | 57.1% | 66.4%-9.3pp | 72.9%-15.8pp | 67.7%-10.5pp |
| Annual return | 12.24% | 18.31%-6.1pp | 3528.98%-3516.7pp | 35.66%-23.4pp |
| Employer contribution / active EE | $626 | $2,022-69.0% | $2,736-77.1% | $2,757-77.3% |
| Participant deferral / active EE | $1,972 | $2,927-32.6% | $4,003-50.8% | $4,299-54.1% |
| Admin fee / account holder | $324 | $3,692-91.2% | $3,993-91.9% | $6,924-95.3% |