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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 | $17,416 | $105,929-83.6% | $81,716-78.7% | $158,966-89.0% |
| Participation rate | 39.1% | 75.6%-36.5pp | 72.0%-32.9pp | 82.0%-42.8pp |
| Annual return | 17.96% | 38.19%-20.2pp | 29.49%-11.5pp | 302.95%-285.0pp |
| Employer contribution / active EE | $835 | $7,802-89.3% | $4,310-80.6% | $4,762-82.5% |
| Participant deferral / active EE | $1,669 | $13,007-87.2% | $7,108-76.5% | $5,983-72.1% |
| Admin fee / account holder | $639 | $8,492-92.5% | $5,159-87.6% | $11,250-94.3% |