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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 | $18,942 | $106,267-82.2% | $96,520-80.4% | $139,456-86.4% |
| Participation rate | 22.2% | 77.8%-55.6pp | 74.3%-52.1pp | 80.3%-58.1pp |
| Annual return | 28.84% | 38.45%-9.6pp | 35.72%-6.9pp | 373.45%-344.6pp |
| Employer contribution / active EE | $867 | $4,105-78.9% | $3,739-76.8% | $4,753-81.8% |
| Participant deferral / active EE | $1,826 | $5,454-66.5% | $4,879-62.6% | $6,711-72.8% |
| Admin fee / account holder | $2,423 | $7,882-69.3% | $6,733-64.0% | $11,407-78.8% |