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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 | $22,195 | $108,882-79.6% | $96,754-77.1% | $154,746-85.7% |
| Participation rate | 33.3% | 75.1%-41.7pp | 70.3%-36.9pp | 80.7%-47.4pp |
| Annual return | 21.39% | 98.39%-77.0pp | 82.04%-60.6pp | 172.34%-151.0pp |
| Employer contribution / active EE | $2,091 | $3,018-30.7% | $2,679-22.0% | $4,379-52.3% |
| Participant deferral / active EE | $4,594 | $5,323-13.7% | $4,758-3.4% | $6,730-31.7% |
| Admin fee / account holder | $12,174 | $10,200+19.3% | $8,905+36.7% | $14,365-15.3% |