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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 | $21,628 | $51,606-58.1% | $129,339-83.3% | $80,911-73.3% |
| Participation rate | 42.5% | 57.0%-14.5pp | 69.6%-27.1pp | 67.6%-25.1pp |
| Annual return | 13.56% | 20.76%-7.2pp | 9437.05%-9423.5pp | 35.63%-22.1pp |
| Employer contribution / active EE | $1,013 | $1,582-36.0% | $4,154-75.6% | $2,756-63.2% |
| Participant deferral / active EE | $2,723 | $2,669+2.0% | $4,170-34.7% | $4,297-36.6% |
| Admin fee / account holder | $2,927 | $4,310-32.1% | $7,668-61.8% | $6,935-57.8% |