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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 | $19,142 | $48,284-60.4% | $67,524-71.7% | $80,911-76.3% |
| Participation rate | 36.2% | 66.4%-30.2pp | 72.9%-36.7pp | 67.6%-31.4pp |
| Annual return | 14.32% | 18.27%-3.9pp | 3519.41%-3505.1pp | 35.63%-21.3pp |
| Employer contribution / active EE | $1,995 | $2,021-1.3% | $2,734-27.0% | $2,756-27.6% |
| Participant deferral / active EE | $2,333 | $2,927-20.3% | $4,001-41.7% | $4,297-45.7% |
| Admin fee / account holder | $2,509 | $3,688-32.0% | $4,001-37.3% | $6,935-63.8% |