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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 | $22,373 | $99,652-77.5% | $78,778-71.6% | $147,586-84.8% |
| Participation rate | 61.5% | 76.2%-14.7pp | 69.2%-7.7pp | 82.8%-21.3pp |
| Annual return | 13.97% | 47.28%-33.3pp | 35.62%-21.6pp | 578.59%-564.6pp |
| Employer contribution / active EE | $854 | $2,796-69.5% | $1,986-57.0% | $4,876-82.5% |
| Participant deferral / active EE | $967 | $3,664-73.6% | $2,958-67.3% | $5,439-82.2% |
| Admin fee / account holder | $2,177 | $7,155-69.6% | $5,134-57.6% | $10,886-80.0% |