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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 | $19,222 | $176,402-89.1% | $134,162-85.7% | $158,982-87.9% |
| Participation rate | 38.9% | 78.7%-39.8pp | 72.2%-33.3pp | 82.0%-43.1pp |
| Annual return | 10.93% | 63.66%-52.7pp | 36.35%-25.4pp | 302.99%-292.1pp |
| Employer contribution / active EE | $1,213 | $5,042-75.9% | $3,705-67.3% | $4,763-74.5% |
| Participant deferral / active EE | $3,457 | $4,093-15.5% | $3,500-1.2% | $5,983-42.2% |
| Admin fee / account holder | $2,337 | $8,719-73.2% | $6,685-65.0% | $11,252-79.2% |