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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 | $20,818 | $77,416-73.1% | $69,464-70.0% | $152,897-86.4% |
| Participation rate | 45.5% | 78.1%-32.6pp | 74.6%-29.1pp | 82.5%-37.0pp |
| Annual return | 21.07% | 39.08%-18.0pp | 28.98%-7.9pp | 345.43%-324.4pp |
| Employer contribution / active EE | $541 | $3,315-83.7% | $2,779-80.5% | $4,764-88.6% |
| Participant deferral / active EE | $3,367 | $4,413-23.7% | $3,536-4.8% | $5,851-42.5% |
| Admin fee / account holder | $7,541 | $6,208+21.5% | $3,840+96.4% | $11,599-35.0% |