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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 | $17,387 | $211,224-91.8% | $178,505-90.3% | $145,897-88.1% |
| Participation rate | 46.2% | 80.8%-34.7pp | 77.1%-31.0pp | 80.3%-34.2pp |
| Annual return | 24.45% | 30.28%-5.8pp | 27.16%-2.7pp | 552.29%-527.8pp |
| Employer contribution / active EE | $1,482 | $4,577-67.6% | $3,955-62.5% | $4,663-68.2% |
| Participant deferral / active EE | $1,644 | $6,966-76.4% | $6,280-73.8% | $6,689-75.4% |
| Admin fee / account holder | $765 | $12,109-93.7% | $10,428-92.7% | $13,390-94.3% |