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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 | $17,675 | $110,379-84.0% | $102,412-82.7% | $145,884-87.9% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 11.44% | 24.84%-13.4pp | 24.94%-13.5pp | 551.85%-540.4pp |
| Employer contribution / active EE | $1,144 | $4,216-72.9% | $3,870-70.5% | $4,662-75.5% |
| Participant deferral / active EE | $2,040 | $5,622-63.7% | $5,060-59.7% | $6,690-69.5% |
| Admin fee / account holder | $4,352 | $9,745-55.3% | $8,388-48.1% | $13,392-67.5% |