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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 | $17,338 | $114,013-84.8% | $103,693-83.3% | $155,188-88.8% |
| Participation rate | 46.2% | 75.2%-29.0pp | 72.6%-26.5pp | 80.8%-34.6pp |
| Annual return | 17.50% | 49.31%-31.8pp | 47.61%-30.1pp | 148.84%-131.3pp |
| Employer contribution / active EE | $1,125 | $3,131-64.1% | $2,920-61.5% | $4,248-73.5% |
| Participant deferral / active EE | $1,594 | $4,970-67.9% | $4,579-65.2% | $6,531-75.6% |
| Admin fee / account holder | $395 | $8,407-95.3% | $7,858-95.0% | $14,480-97.3% |