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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 | $19,596 | $103,000-81.0% | $90,300-78.3% | $152,885-87.2% |
| Participation rate | 35.0% | 75.9%-40.9pp | 73.3%-38.3pp | 82.5%-47.5pp |
| Annual return | 22.88% | 95.19%-72.3pp | 78.11%-55.2pp | 345.39%-322.5pp |
| Employer contribution / active EE | $1,128 | $3,138-64.1% | $2,854-60.5% | $4,763-76.3% |
| Participant deferral / active EE | $1,466 | $4,281-65.7% | $3,884-62.2% | $5,851-74.9% |
| Admin fee / account holder | $2,257 | $6,173-63.4% | $5,353-57.8% | $11,598-80.5% |