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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 | $18,539 | $91,198-79.7% | $178,503-89.6% | $79,856-76.8% |
| Participation rate | 52.3% | 69.2%-16.9pp | 81.9%-29.7pp | 69.6%-17.4pp |
| Annual return | 23.20% | 24.20%-1.0pp | 151.12%-127.9pp | 31.71%-8.5pp |
| Employer contribution / active EE | $1,033 | $3,257-68.3% | $5,011-79.4% | $2,471-58.2% |
| Participant deferral / active EE | $3,759 | $3,237+16.1% | $5,202-27.7% | $3,741+0.5% |
| Admin fee / account holder | $773 | $6,748-88.5% | $13,987-94.5% | $5,306-85.4% |