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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 | $11,429 | $106,247-89.2% | $96,515-88.2% | $139,466-91.8% |
| Participation rate | 46.7% | 77.8%-31.2pp | 74.3%-27.7pp | 80.3%-33.7pp |
| Annual return | 22.74% | 38.47%-15.7pp | 35.73%-13.0pp | 373.66%-350.9pp |
| Employer contribution / active EE | $1,581 | $4,106-61.5% | $3,740-57.7% | $4,754-66.7% |
| Participant deferral / active EE | $1,999 | $5,456-63.4% | $4,880-59.0% | $6,712-70.2% |
| Admin fee / account holder | $1,458 | $7,885-81.5% | $6,735-78.4% | $11,409-87.2% |