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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 | $17,207 | $55,902-69.2% | $76,030-77.4% | $80,959-78.7% |
| Participation rate | 52.7% | 62.1%-9.4pp | 69.1%-16.4pp | 67.7%-15.0pp |
| Annual return | 11.88% | 20.59%-8.7pp | 361.54%-349.7pp | 35.67%-23.8pp |
| Employer contribution / active EE | $5,965 | $1,867+219.5% | $2,688+121.9% | $2,757+116.3% |
| Participant deferral / active EE | $1,671 | $3,051-45.2% | $4,257-60.8% | $4,300-61.2% |
| Admin fee / account holder | $4,896 | $5,239-6.6% | $6,421-23.7% | $6,925-29.3% |