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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 | $22,820 | $103,392-77.9% | $87,104-73.8% | $152,897-85.1% |
| Participation rate | 57.1% | 79.4%-22.2pp | 76.9%-19.7pp | 82.5%-25.3pp |
| Annual return | 24.34% | 28.10%-3.8pp | 28.19%-3.9pp | 345.43%-321.1pp |
| Employer contribution / active EE | $1,102 | $3,221-65.8% | $2,521-56.3% | $4,764-76.9% |
| Participant deferral / active EE | $3,150 | $4,778-34.1% | $4,048-22.2% | $5,851-46.2% |
| Admin fee / account holder | $869 | $12,194-92.9% | $7,491-88.4% | $11,599-92.5% |