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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 | $19,545 | $48,314-59.5% | $67,561-71.1% | $80,925-75.8% |
| Participation rate | 41.7% | 66.4%-24.7pp | 72.9%-31.2pp | 67.7%-26.0pp |
| Annual return | 11.75% | 18.28%-6.5pp | 3525.44%-3513.7pp | 35.65%-23.9pp |
| Employer contribution / active EE | $896 | $2,022-55.7% | $2,735-67.2% | $2,756-67.5% |
| Participant deferral / active EE | $1,575 | $2,927-46.2% | $4,003-60.7% | $4,299-63.4% |
| Admin fee / account holder | $441 | $3,690-88.1% | $4,006-89.0% | $6,940-93.7% |