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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 | $18,500 | $124,351-85.1% | $109,188-83.1% | $167,553-89.0% |
| Participation rate | 44.4% | 79.4%-35.0pp | 75.9%-31.4pp | 82.1%-37.7pp |
| Annual return | 18.73% | 26.04%-7.3pp | 25.76%-7.0pp | 478.89%-460.2pp |
| Employer contribution / active EE | $2,659 | $4,210-36.8% | $3,723-28.6% | $4,840-45.1% |
| Participant deferral / active EE | $8,183 | $5,257+55.7% | $4,654+75.8% | $6,343+29.0% |
| Admin fee / account holder | $539 | $7,975-93.2% | $6,755-92.0% | $12,316-95.6% |