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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 | $22,329 | $84,236-73.5% | $170,435-86.9% | $70,126-68.2% |
| Participation rate | 41.9% | 70.8%-29.0pp | 83.6%-41.7pp | 69.5%-27.7pp |
| Annual return | 15.01% | 23.06%-8.1pp | 205.94%-190.9pp | 73.15%-58.1pp |
| Employer contribution / active EE | $1,157 | $3,387-65.8% | $5,432-78.7% | $2,343-50.6% |
| Participant deferral / active EE | $1,277 | $3,086-58.6% | $4,939-74.1% | $3,332-61.7% |
| Admin fee / account holder | $3,059 | $5,698-46.3% | $13,881-78.0% | $4,645-34.2% |