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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 | $22,159 | $117,895-81.2% | $102,460-78.4% | $145,897-84.8% |
| Participation rate | 62.5% | 78.6%-16.1pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | 8.88% | 31.92%-23.0pp | 29.47%-20.6pp | 552.29%-543.4pp |
| Employer contribution / active EE | $1,572 | $3,619-56.6% | $3,025-48.0% | $4,663-66.3% |
| Participant deferral / active EE | $2,572 | $5,736-55.2% | $5,056-49.1% | $6,689-61.5% |
| Admin fee / account holder | $3,249 | $13,353-75.7% | $9,460-65.7% | $13,390-75.7% |