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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 | $23,434 | $55,930-58.1% | $76,089-69.2% | $80,925-71.0% |
| Participation rate | 41.4% | 62.1%-20.7pp | 69.1%-27.7pp | 67.7%-26.3pp |
| Annual return | 17.57% | 20.58%-3.0pp | 360.94%-343.4pp | 35.65%-18.1pp |
| Employer contribution / active EE | $1,269 | $1,866-32.0% | $2,690-52.8% | $2,756-53.9% |
| Participant deferral / active EE | $2,219 | $3,051-27.2% | $4,259-47.9% | $4,299-48.4% |
| Admin fee / account holder | $966 | $5,241-81.6% | $6,418-85.0% | $6,940-86.1% |