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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 | $23,823 | $47,479-49.8% | $62,929-62.1% | $82,448-71.1% |
| Participation rate | 37.9% | 66.9%-28.9pp | 73.1%-35.2pp | 68.1%-30.1pp |
| Annual return | 13.99% | 20.34%-6.4pp | 1063.93%-1049.9pp | 41.64%-27.6pp |
| Employer contribution / active EE | $1,422 | $1,885-24.6% | $2,505-43.2% | $2,551-44.3% |
| Participant deferral / active EE | $2,192 | $2,870-23.6% | $3,888-43.6% | $4,139-47.0% |
| Admin fee / account holder | $2,029 | $3,804-46.7% | $5,065-59.9% | $7,234-72.0% |