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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 | $24,030 | $101,618-76.4% | $93,063-74.2% | $137,256-82.5% |
| Participation rate | 33.3% | 74.9%-41.6pp | 72.1%-38.8pp | 80.0%-46.6pp |
| Annual return | 18.81% | 223.95%-205.1pp | 34.15%-15.3pp | 220.34%-201.5pp |
| Employer contribution / active EE | $667 | $2,707-75.4% | $2,476-73.1% | $4,156-84.0% |
| Participant deferral / active EE | $667 | $4,279-84.4% | $3,958-83.2% | $6,407-89.6% |
| Admin fee / account holder | $492 | $6,198-92.1% | $6,033-91.8% | $12,270-96.0% |