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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 | $22,418 | $124,425-82.0% | $112,040-80.0% | $137,256-83.7% |
| Participation rate | 44.4% | 79.3%-34.9pp | 76.5%-32.0pp | 80.0%-35.5pp |
| Annual return | 23.40% | 24.72%-1.3pp | 24.52%-1.1pp | 220.34%-196.9pp |
| Employer contribution / active EE | $1,148 | $3,411-66.3% | $2,954-61.1% | $4,156-72.4% |
| Participant deferral / active EE | $2,045 | $5,718-64.2% | $5,098-59.9% | $6,407-68.1% |
| Admin fee / account holder | $592 | $15,207-96.1% | $12,098-95.1% | $12,270-95.2% |