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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 | $22,119 | $48,327-54.2% | $67,575-67.3% | $80,935-72.7% |
| Participation rate | 51.2% | 66.4%-15.2pp | 72.9%-21.8pp | 67.7%-16.5pp |
| Annual return | 11.32% | 18.31%-7.0pp | 3528.98%-3517.7pp | 35.66%-24.3pp |
| Employer contribution / active EE | $857 | $2,022-57.6% | $2,736-68.7% | $2,757-68.9% |
| Participant deferral / active EE | $1,506 | $2,927-48.5% | $4,003-62.4% | $4,299-65.0% |
| Admin fee / account holder | $545 | $3,692-85.2% | $3,993-86.3% | $6,924-92.1% |