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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 | $24,341 | $55,457-56.1% | $77,361-68.5% | $94,015-74.1% |
| Participation rate | 36.8% | 69.8%-33.0pp | 75.0%-38.1pp | 70.8%-34.0pp |
| Annual return | 20.53% | 15.57%+5.0pp | 1011.54%-991.0pp | 17.84%+2.7pp |
| Employer contribution / active EE | $839 | $2,255-62.8% | $2,990-71.9% | $2,790-69.9% |
| Participant deferral / active EE | $2,124 | $3,069-30.8% | $3,911-45.7% | $4,249-50.0% |
| Admin fee / account holder | $1,769 | $4,334-59.2% | $5,894-70.0% | $8,951-80.2% |