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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 | $17,846 | $148,623-88.0% | $135,974-86.9% | $139,466-87.2% |
| Participation rate | 47.4% | 83.9%-36.5pp | 81.9%-34.5pp | 80.3%-33.0pp |
| Annual return | 33.92% | 79.30%-45.4pp | 68.30%-34.4pp | 373.66%-339.7pp |
| Employer contribution / active EE | $1,303 | $5,246-75.2% | $4,859-73.2% | $4,754-72.6% |
| Participant deferral / active EE | $4,188 | $8,103-48.3% | $7,760-46.0% | $6,712-37.6% |
| Admin fee / account holder | $533 | $12,406-95.7% | $10,767-95.1% | $11,409-95.3% |