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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 | $24,724 | $111,535-77.8% | $105,223-76.5% | $137,256-82.0% |
| Participation rate | 46.2% | 78.1%-31.9pp | 75.0%-28.9pp | 80.0%-33.8pp |
| Annual return | 14.30% | 237.85%-223.6pp | 180.65%-166.3pp | 220.34%-206.0pp |
| Employer contribution / active EE | $1,322 | $3,939-66.4% | $3,689-64.2% | $4,156-68.2% |
| Participant deferral / active EE | $1,707 | $5,500-69.0% | $5,072-66.3% | $6,407-73.4% |
| Admin fee / account holder | $799 | $9,721-91.8% | $8,859-91.0% | $12,270-93.5% |