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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 | $20,754 | $106,247-80.5% | $96,515-78.5% | $139,466-85.1% |
| Participation rate | 45.5% | 77.8%-32.4pp | 74.3%-28.9pp | 80.3%-34.9pp |
| Annual return | 18.38% | 38.47%-20.1pp | 35.73%-17.4pp | 373.66%-355.3pp |
| Employer contribution / active EE | $1,382 | $4,106-66.3% | $3,740-63.0% | $4,754-70.9% |
| Participant deferral / active EE | $4,436 | $5,456-18.7% | $4,880-9.1% | $6,712-33.9% |
| Admin fee / account holder | $6,414 | $7,885-18.7% | $6,735-4.8% | $11,409-43.8% |