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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 | $24,809 | $29,051-14.6% | $52,425-52.7% | $67,986-63.5% |
| Participation rate | 28.3% | 30.4%-2.1pp | 55.6%-27.3pp | 57.2%-28.9pp |
| Annual return | 22.04% | 24.00%-2.0pp | 302.12%-280.1pp | 31.67%-9.6pp |
| Employer contribution / active EE | $796 | $412+93.2% | $914-13.0% | $2,019-60.6% |
| Participant deferral / active EE | $1,121 | $873+28.4% | $1,790-37.4% | $3,358-66.6% |
| Admin fee / account holder | $807 | $2,113-61.8% | $2,495-67.6% | $3,203-74.8% |