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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 | $48,284-54.2% | $67,524-67.2% | $80,911-72.7% |
| Participation rate | 51.2% | 66.4%-15.2pp | 72.9%-21.7pp | 67.6%-16.5pp |
| Annual return | 11.32% | 18.27%-6.9pp | 3519.41%-3508.1pp | 35.63%-24.3pp |
| Employer contribution / active EE | $857 | $2,021-57.6% | $2,734-68.6% | $2,756-68.9% |
| Participant deferral / active EE | $1,506 | $2,927-48.5% | $4,001-62.4% | $4,297-65.0% |
| Admin fee / account holder | $545 | $3,688-85.2% | $4,001-86.4% | $6,935-92.1% |