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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 | $17,961 | $100,811-82.2% | $86,698-79.3% | $134,545-86.7% |
| Participation rate | 54.5% | 79.0%-24.4pp | 76.6%-22.0pp | 81.2%-26.7pp |
| Annual return | 4.50% | 29.11%-24.6pp | 35.96%-31.5pp | 418.37%-413.9pp |
| Employer contribution / active EE | $1,696 | $3,490-51.4% | $2,837-40.2% | $4,742-64.2% |
| Participant deferral / active EE | $2,873 | $5,339-46.2% | $4,656-38.3% | $6,401-55.1% |
| Admin fee / account holder | $736 | $10,926-93.3% | $7,492-90.2% | $11,431-93.6% |