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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 | $18,552 | $110,337-83.2% | $102,383-81.9% | $145,877-87.3% |
| Participation rate | 54.5% | 77.9%-23.4pp | 74.5%-20.0pp | 80.3%-25.8pp |
| Annual return | 12.46% | 24.83%-12.4pp | 24.94%-12.5pp | 551.28%-538.8pp |
| Employer contribution / active EE | $1,479 | $4,216-64.9% | $3,870-61.8% | $4,663-68.3% |
| Participant deferral / active EE | $1,931 | $5,621-65.6% | $5,060-61.8% | $6,691-71.1% |
| Admin fee / account holder | $1,401 | $9,750-85.6% | $8,391-83.3% | $13,402-89.5% |