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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 | $20,221 | $101,618-80.1% | $93,063-78.3% | $137,256-85.3% |
| Participation rate | 43.5% | 74.9%-31.5pp | 72.1%-28.6pp | 80.0%-36.5pp |
| Annual return | 15.25% | 223.95%-208.7pp | 34.15%-18.9pp | 220.34%-205.1pp |
| Employer contribution / active EE | $755 | $2,707-72.1% | $2,476-69.5% | $4,156-81.8% |
| Participant deferral / active EE | $1,429 | $4,279-66.6% | $3,958-63.9% | $6,407-77.7% |
| Admin fee / account holder | $1,697 | $6,198-72.6% | $6,033-71.9% | $12,270-86.2% |