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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 | $14,131 | $182,442-92.3% | $163,379-91.4% | $138,895-89.8% |
| Participation rate | 30.4% | 79.8%-49.3pp | 76.8%-46.4pp | 79.9%-49.5pp |
| Annual return | 20.63% | 72.74%-52.1pp | 63.41%-42.8pp | 145.39%-124.8pp |
| Employer contribution / active EE | $1,185 | $4,159-71.5% | $3,752-68.4% | $4,194-71.7% |
| Participant deferral / active EE | $2,463 | $6,817-63.9% | $6,282-60.8% | $6,396-61.5% |
| Admin fee / account holder | $4,694 | $10,396-54.8% | $9,818-52.2% | $12,562-62.6% |