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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 | $23,684 | $106,905-77.8% | $84,020-71.8% | $152,885-84.5% |
| Participation rate | 41.2% | 75.2%-34.1pp | 69.0%-27.8pp | 82.5%-41.3pp |
| Annual return | 23.74% | 105.00%-81.3pp | 71.31%-47.6pp | 345.39%-321.6pp |
| Employer contribution / active EE | $1,133 | $2,735-58.6% | $1,984-42.9% | $4,763-76.2% |
| Participant deferral / active EE | $1,533 | $4,012-61.8% | $3,239-52.7% | $5,851-73.8% |
| Admin fee / account holder | $1,433 | $8,287-82.7% | $6,101-76.5% | $11,598-87.6% |