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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 | $19,167 | $106,247-82.0% | $96,515-80.1% | $139,466-86.3% |
| Participation rate | 47.6% | 77.8%-30.2pp | 74.3%-26.7pp | 80.3%-32.7pp |
| Annual return | 22.85% | 38.47%-15.6pp | 35.73%-12.9pp | 373.66%-350.8pp |
| Employer contribution / active EE | $1,478 | $4,106-64.0% | $3,740-60.5% | $4,754-68.9% |
| Participant deferral / active EE | $2,912 | $5,456-46.6% | $4,880-40.3% | $6,712-56.6% |
| Admin fee / account holder | $1,109 | $7,885-85.9% | $6,735-83.5% | $11,409-90.3% |