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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 | $19,031 | $55,457-65.7% | $77,361-75.4% | $94,015-79.8% |
| Participation rate | 42.2% | 69.8%-27.6pp | 75.0%-32.7pp | 70.8%-28.6pp |
| Annual return | 22.44% | 15.57%+6.9pp | 1011.54%-989.1pp | 17.84%+4.6pp |
| Employer contribution / active EE | $1,354 | $2,255-39.9% | $2,990-54.7% | $2,790-51.5% |
| Participant deferral / active EE | $1,439 | $3,069-53.1% | $3,911-63.2% | $4,249-66.1% |
| Admin fee / account holder | $4,281 | $4,334-1.2% | $5,894-27.4% | $8,951-52.2% |