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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 | $19,788 | $109,908-82.0% | $97,161-79.6% | $145,978-86.4% |
| Participation rate | 52.9% | 75.9%-23.0pp | 72.7%-19.7pp | 80.3%-27.4pp |
| Annual return | 11.76% | 243.80%-232.0pp | 75.36%-63.6pp | 550.52%-538.8pp |
| Employer contribution / active EE | $1,958 | $3,077-36.4% | $2,723-28.1% | $4,662-58.0% |
| Participant deferral / active EE | $4,351 | $4,679-7.0% | $4,265+2.0% | $6,690-35.0% |
| Admin fee / account holder | $312 | $6,213-95.0% | $5,647-94.5% | $13,400-97.7% |