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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 | $22,602 | $102,638-78.0% | $81,991-72.4% | $158,966-85.8% |
| Participation rate | 36.4% | 75.5%-39.2pp | 69.3%-32.9pp | 82.0%-45.6pp |
| Annual return | 12.41% | 61.05%-48.6pp | 41.31%-28.9pp | 302.95%-290.5pp |
| Employer contribution / active EE | $1,079 | $3,241-66.7% | $2,498-56.8% | $4,762-77.4% |
| Participant deferral / active EE | $4,272 | $4,649-8.1% | $3,722+14.8% | $5,983-28.6% |
| Admin fee / account holder | $2,029 | $8,237-75.4% | $5,665-64.2% | $11,250-82.0% |