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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 | $48,284-57.6% | $67,524-69.7% | $80,911-74.7% |
| Participation rate | 57.1% | 66.4%-9.3pp | 72.9%-15.8pp | 67.6%-10.5pp |
| Annual return | 12.24% | 18.27%-6.0pp | 3519.41%-3507.2pp | 35.63%-23.4pp |
| Employer contribution / active EE | $626 | $2,021-69.0% | $2,734-77.1% | $2,756-77.3% |
| Participant deferral / active EE | $1,972 | $2,927-32.6% | $4,001-50.7% | $4,297-54.1% |
| Admin fee / account holder | $324 | $3,688-91.2% | $4,001-91.9% | $6,935-95.3% |