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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 | $23,335 | $48,314-51.7% | $67,561-65.5% | $80,925-71.2% |
| Participation rate | 22.9% | 66.4%-43.5pp | 72.9%-50.0pp | 67.7%-44.7pp |
| Annual return | 12.21% | 18.28%-6.1pp | 3525.44%-3513.2pp | 35.65%-23.4pp |
| Employer contribution / active EE | $647 | $2,022-68.0% | $2,735-76.3% | $2,756-76.5% |
| Participant deferral / active EE | $2,138 | $2,927-26.9% | $4,003-46.6% | $4,299-50.3% |
| Admin fee / account holder | $855 | $3,690-76.8% | $4,006-78.7% | $6,940-87.7% |