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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 | $19,409 | $104,694-81.5% | $85,709-77.4% | $167,536-88.4% |
| Participation rate | 60.0% | 76.4%-16.4pp | 69.9%-9.9pp | 82.1%-22.1pp |
| Annual return | 18.05% | 21.45%-3.4pp | 21.49%-3.4pp | 478.82%-460.8pp |
| Employer contribution / active EE | $1,896 | $3,337-43.2% | $2,619-27.6% | $4,839-60.8% |
| Participant deferral / active EE | $3,907 | $4,826-19.0% | $3,924-0.4% | $6,342-38.4% |
| Admin fee / account holder | $5,505 | $10,035-45.1% | $6,876-19.9% | $12,315-55.3% |