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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 | $20,034 | $117,895-83.0% | $102,460-80.4% | $145,897-86.3% |
| Participation rate | 52.4% | 78.6%-26.3pp | 76.5%-24.1pp | 80.3%-27.9pp |
| Annual return | 16.69% | 31.92%-15.2pp | 29.47%-12.8pp | 552.29%-535.6pp |
| Employer contribution / active EE | $1,428 | $3,619-60.5% | $3,025-52.8% | $4,663-69.4% |
| Participant deferral / active EE | $1,783 | $5,736-68.9% | $5,056-64.7% | $6,689-73.3% |
| Admin fee / account holder | $314 | $13,353-97.7% | $9,460-96.7% | $13,390-97.7% |