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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 | $21,346 | $55,889-61.8% | $76,119-72.0% | $80,935-73.6% |
| Participation rate | 42.6% | 62.1%-19.5pp | 69.1%-26.5pp | 67.7%-25.1pp |
| Annual return | 11.93% | 20.58%-8.6pp | 361.25%-349.3pp | 35.66%-23.7pp |
| Employer contribution / active EE | $1,406 | $1,866-24.6% | $2,693-47.8% | $2,757-49.0% |
| Participant deferral / active EE | $1,781 | $3,051-41.6% | $4,259-58.2% | $4,299-58.6% |
| Admin fee / account holder | $1,766 | $5,241-66.3% | $6,421-72.5% | $6,924-74.5% |