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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 | $23,468 | $117,846-80.1% | $102,434-77.1% | $145,884-83.9% |
| Participation rate | 46.2% | 78.6%-32.5pp | 76.5%-30.4pp | 80.3%-34.1pp |
| Annual return | 11.43% | 31.90%-20.5pp | 29.46%-18.0pp | 551.85%-540.4pp |
| Employer contribution / active EE | $1,436 | $3,615-60.3% | $3,023-52.5% | $4,662-69.2% |
| Participant deferral / active EE | $3,911 | $5,733-31.8% | $5,055-22.6% | $6,690-41.5% |
| Admin fee / account holder | $1,134 | $13,356-91.5% | $9,462-88.0% | $13,392-91.5% |