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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 | $48,327-51.7% | $67,575-65.5% | $80,935-71.2% |
| Participation rate | 22.9% | 66.4%-43.5pp | 72.9%-50.0pp | 67.7%-44.7pp |
| Annual return | 12.21% | 18.31%-6.1pp | 3528.98%-3516.8pp | 35.66%-23.5pp |
| Employer contribution / active EE | $647 | $2,022-68.0% | $2,736-76.3% | $2,757-76.5% |
| Participant deferral / active EE | $2,138 | $2,927-27.0% | $4,003-46.6% | $4,299-50.3% |
| Admin fee / account holder | $855 | $3,692-76.9% | $3,993-78.6% | $6,924-87.7% |