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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 | $16,080 | $91,037-82.3% | $71,671-77.6% | $147,586-89.1% |
| Participation rate | 36.4% | 76.1%-39.8pp | 68.7%-32.4pp | 82.8%-46.5pp |
| Annual return | 17.89% | 20.48%-2.6pp | 20.65%-2.8pp | 578.59%-560.7pp |
| Employer contribution / active EE | $1,056 | $3,327-68.3% | $2,460-57.1% | $4,876-78.3% |
| Participant deferral / active EE | $1,815 | $4,498-59.7% | $3,438-47.2% | $5,439-66.6% |
| Admin fee / account holder | $4,645 | $8,613-46.1% | $5,558-16.4% | $10,886-57.3% |