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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 | $18,804 | $91,179-79.4% | $178,499-89.5% | $79,852-76.5% |
| Participation rate | 13.5% | 69.2%-55.7pp | 81.9%-68.4pp | 69.6%-56.1pp |
| Annual return | 16.38% | 24.19%-7.8pp | 151.10%-134.7pp | 31.72%-15.3pp |
| Employer contribution / active EE | $2,422 | $3,256-25.6% | $5,011-51.7% | $2,471-2.0% |
| Participant deferral / active EE | $926 | $3,236-71.4% | $5,202-82.2% | $3,740-75.2% |
| Admin fee / account holder | $431 | $6,749-93.6% | $13,986-96.9% | $5,306-91.9% |