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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 | $14,345 | $107,809-86.7% | $97,032-85.2% | $155,188-90.8% |
| Participation rate | 33.3% | 75.5%-42.1pp | 71.6%-38.2pp | 80.8%-47.5pp |
| Annual return | 19.98% | 38.06%-18.1pp | 35.38%-15.4pp | 148.84%-128.9pp |
| Employer contribution / active EE | $1,006 | $2,911-65.4% | $2,629-61.7% | $4,248-76.3% |
| Participant deferral / active EE | $3,138 | $5,129-38.8% | $4,672-32.8% | $6,531-52.0% |
| Admin fee / account holder | $736 | $10,717-93.1% | $9,418-92.2% | $14,480-94.9% |