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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 | $22,343 | $45,123-50.5% | $85,240-73.8% | $74,478-70.0% |
| Participation rate | 27.3% | 49.4%-22.0pp | 67.5%-40.2pp | 67.2%-39.9pp |
| Annual return | 12.34% | 26.32%-14.0pp | 66.75%-54.4pp | 1370.56%-1358.2pp |
| Employer contribution / active EE | $489 | $1,459-66.4% | $2,735-82.1% | $2,626-81.4% |
| Participant deferral / active EE | $1,980 | $2,736-27.6% | $4,527-56.3% | $4,350-54.5% |
| Admin fee / account holder | $1,393 | $2,215-37.1% | $6,165-77.4% | $1,946-28.4% |