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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 | $22,294 | $108,882-79.5% | $96,754-77.0% | $154,746-85.6% |
| Participation rate | 35.0% | 75.1%-40.1pp | 70.3%-35.3pp | 80.7%-45.7pp |
| Annual return | 17.92% | 98.39%-80.5pp | 82.04%-64.1pp | 172.34%-154.4pp |
| Employer contribution / active EE | $1,408 | $3,018-53.3% | $2,679-47.4% | $4,379-67.8% |
| Participant deferral / active EE | $1,915 | $5,323-64.0% | $4,758-59.7% | $6,730-71.5% |
| Admin fee / account holder | $929 | $10,200-90.9% | $8,905-89.6% | $14,365-93.5% |