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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 | $15,889 | $84,236-81.1% | $170,435-90.7% | $70,126-77.3% |
| Participation rate | 48.1% | 70.8%-22.7pp | 83.6%-35.4pp | 69.5%-21.4pp |
| Annual return | 18.63% | 23.06%-4.4pp | 205.94%-187.3pp | 73.15%-54.5pp |
| Employer contribution / active EE | $1,233 | $3,387-63.6% | $5,432-77.3% | $2,343-47.3% |
| Participant deferral / active EE | $2,985 | $3,086-3.3% | $4,939-39.6% | $3,332-10.4% |
| Admin fee / account holder | $371 | $5,698-93.5% | $13,881-97.3% | $4,645-92.0% |