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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 | $20,698 | $55,889-63.0% | $76,119-72.8% | $80,935-74.4% |
| Participation rate | 46.6% | 62.1%-15.5pp | 69.1%-22.5pp | 67.7%-21.1pp |
| Annual return | 12.83% | 20.58%-7.7pp | 361.25%-348.4pp | 35.66%-22.8pp |
| Employer contribution / active EE | $1,230 | $1,866-34.1% | $2,693-54.3% | $2,757-55.4% |
| Participant deferral / active EE | $2,324 | $3,051-23.8% | $4,259-45.4% | $4,299-46.0% |
| Admin fee / account holder | $957 | $5,241-81.7% | $6,421-85.1% | $6,924-86.2% |