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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 | $21,020 | $106,247-80.2% | $96,515-78.2% | $139,466-84.9% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 31.08% | 38.47%-7.4pp | 35.73%-4.6pp | 373.66%-342.6pp |
| Employer contribution / active EE | $2,613 | $4,106-36.4% | $3,740-30.1% | $4,754-45.0% |
| Participant deferral / active EE | $3,807 | $5,456-30.2% | $4,880-22.0% | $6,712-43.3% |
| Admin fee / account holder | $1,019 | $7,885-87.1% | $6,735-84.9% | $11,409-91.1% |