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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 | $20,939 | $29,051-27.9% | $52,425-60.1% | $67,986-69.2% |
| Participation rate | 30.4% | 30.4%0pp | 55.6%-25.2pp | 57.2%-26.8pp |
| Annual return | 17.50% | 24.00%-6.5pp | 302.12%-284.6pp | 31.67%-14.2pp |
| Employer contribution / active EE | $282 | $412-31.5% | $914-69.1% | $2,019-86.0% |
| Participant deferral / active EE | $813 | $873-6.9% | $1,790-54.6% | $3,358-75.8% |
| Admin fee / account holder | $515 | $2,113-75.6% | $2,495-79.4% | $3,203-83.9% |