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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 | $24,459 | $110,278-77.8% | $95,740-74.5% | $139,466-82.5% |
| Participation rate | 50.0% | 75.7%-25.7pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 17.45% | 27.19%-9.7pp | 28.41%-11.0pp | 373.66%-356.2pp |
| Employer contribution / active EE | $1,230 | $3,260-62.3% | $2,836-56.6% | $4,754-74.1% |
| Participant deferral / active EE | $1,491 | $4,674-68.1% | $4,244-64.9% | $6,712-77.8% |
| Admin fee / account holder | $1,540 | $6,613-76.7% | $5,676-72.9% | $11,409-86.5% |