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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 | $18,615 | $97,881-81.0% | $80,004-76.7% | $125,389-85.2% |
| Participation rate | 57.1% | 77.9%-20.7pp | 73.0%-15.9pp | 83.2%-26.0pp |
| Annual return | 42.52% | 9.36%+33.2pp | 7.63%+34.9pp | 282.24%-239.7pp |
| Employer contribution / active EE | $1,642 | $3,128-47.5% | $2,473-33.6% | $4,866-66.3% |
| Participant deferral / active EE | $3,052 | $3,744-18.5% | $3,204-4.7% | $5,352-43.0% |
| Admin fee / account holder | $540 | $6,278-91.4% | $5,033-89.3% | $9,541-94.3% |