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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 | $15,475 | $106,247-85.4% | $96,515-84.0% | $139,466-88.9% |
| Participation rate | 44.4% | 77.8%-33.4pp | 74.3%-29.9pp | 80.3%-35.9pp |
| Annual return | 17.56% | 38.47%-20.9pp | 35.73%-18.2pp | 373.66%-356.1pp |
| Employer contribution / active EE | $898 | $4,106-78.1% | $3,740-76.0% | $4,754-81.1% |
| Participant deferral / active EE | $2,307 | $5,456-57.7% | $4,880-52.7% | $6,712-65.6% |
| Admin fee / account holder | $439 | $7,885-94.4% | $6,735-93.5% | $11,409-96.2% |