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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 | $18,739 | $69,248-72.9% | $64,101-70.8% | $139,466-86.6% |
| Participation rate | 33.3% | 75.6%-42.3pp | 72.3%-39.0pp | 80.3%-47.0pp |
| Annual return | 10.96% | 45.95%-35.0pp | 33.72%-22.8pp | 373.66%-362.7pp |
| Employer contribution / active EE | $1,144 | $3,185-64.1% | $2,749-58.4% | $4,754-75.9% |
| Participant deferral / active EE | $1,144 | $4,682-75.6% | $3,881-70.5% | $6,712-83.0% |
| Admin fee / account holder | $5,905 | $4,247+39.0% | $3,070+92.3% | $11,409-48.2% |