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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 | $18,855 | $111,814-83.1% | $103,378-81.8% | $145,978-87.1% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.7pp | 80.3%-37.4pp |
| Annual return | 21.98% | 24.80%-2.8pp | 24.91%-2.9pp | 550.52%-528.5pp |
| Employer contribution / active EE | $1,871 | $4,215-55.6% | $3,870-51.7% | $4,662-59.9% |
| Participant deferral / active EE | $3,992 | $5,618-28.9% | $5,058-21.1% | $6,690-40.3% |
| Admin fee / account holder | $633 | $9,764-93.5% | $8,401-92.5% | $13,400-95.3% |