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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 | $23,700 | $55,457-57.3% | $77,361-69.4% | $94,015-74.8% |
| Participation rate | 40.2% | 69.8%-29.6pp | 75.0%-34.7pp | 70.8%-30.6pp |
| Annual return | 12.89% | 15.57%-2.7pp | 1011.54%-998.6pp | 17.84%-5.0pp |
| Employer contribution / active EE | $1,063 | $2,255-52.9% | $2,990-64.4% | $2,790-61.9% |
| Participant deferral / active EE | $1,181 | $3,069-61.5% | $3,911-69.8% | $4,249-72.2% |
| Admin fee / account holder | $1,339 | $4,334-69.1% | $5,894-77.3% | $8,951-85.0% |