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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 | $21,999 | $52,507-58.1% | $129,406-83.0% | $74,478-70.5% |
| Participation rate | 35.5% | 53.9%-18.4pp | 69.6%-34.1pp | 67.2%-31.7pp |
| Annual return | 12.28% | 15.64%-3.4pp | 9468.18%-9455.9pp | 1370.56%-1358.3pp |
| Employer contribution / active EE | $1,578 | $1,534+2.9% | $4,155-62.0% | $2,626-39.9% |
| Participant deferral / active EE | $2,063 | $2,801-26.3% | $4,167-50.5% | $4,350-52.6% |
| Admin fee / account holder | $2,005 | $2,639-24.0% | $7,689-73.9% | $1,946+3.0% |