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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 | $18,548 | $101,063-81.6% | $81,473-77.2% | $147,585-87.4% |
| Participation rate | 47.8% | 74.5%-26.6pp | 68.0%-20.1pp | 82.8%-35.0pp |
| Annual return | 24.07% | 32.41%-8.3pp | 38.78%-14.7pp | 578.58%-554.5pp |
| Employer contribution / active EE | $725 | $3,206-77.4% | $2,568-71.8% | $4,876-85.1% |
| Participant deferral / active EE | $2,654 | $4,242-37.4% | $3,537-25.0% | $5,439-51.2% |
| Admin fee / account holder | $669 | $5,812-88.5% | $4,561-85.3% | $10,886-93.9% |