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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 | $22,017 | $55,902-60.6% | $76,030-71.0% | $80,959-72.8% |
| Participation rate | 34.5% | 62.1%-27.6pp | 69.1%-34.6pp | 67.7%-33.2pp |
| Annual return | 15.28% | 20.59%-5.3pp | 361.54%-346.3pp | 35.67%-20.4pp |
| Employer contribution / active EE | $1,256 | $1,867-32.7% | $2,688-53.3% | $2,757-54.5% |
| Participant deferral / active EE | $2,145 | $3,051-29.7% | $4,257-49.6% | $4,300-50.1% |
| Admin fee / account holder | $843 | $5,239-83.9% | $6,421-86.9% | $6,925-87.8% |