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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 | $17,785 | $106,280-83.3% | $96,538-81.6% | $139,487-87.2% |
| Participation rate | 52.9% | 77.8%-24.9pp | 74.3%-21.4pp | 80.3%-27.4pp |
| Annual return | 43.90% | 38.48%+5.4pp | 35.74%+8.2pp | 373.84%-329.9pp |
| Employer contribution / active EE | $2,154 | $4,107-47.6% | $3,740-42.4% | $4,755-54.7% |
| Participant deferral / active EE | $4,919 | $5,457-9.8% | $4,880+0.8% | $6,713-26.7% |
| Admin fee / account holder | $382 | $7,888-95.2% | $6,737-94.3% | $11,407-96.7% |