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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 | $50,554-53.1% | $67,681-65.0% | $87,485-72.9% |
| Participation rate | 40.2% | 67.7%-27.5pp | 73.7%-33.5pp | 68.9%-28.7pp |
| Annual return | 12.89% | 17.81%-4.9pp | 590.58%-577.7pp | 26.06%-13.2pp |
| Employer contribution / active EE | $1,063 | $1,988-46.5% | $2,678-60.3% | $2,596-59.1% |
| Participant deferral / active EE | $1,181 | $2,961-60.1% | $3,976-70.3% | $4,274-72.4% |
| Admin fee / account holder | $1,339 | $4,132-67.6% | $6,100-78.1% | $7,775-82.8% |