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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 | $17,104 | $172,111-90.1% | $150,298-88.6% | $137,256-87.5% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 24.94% | 69.37%-44.4pp | 62.79%-37.8pp | 220.34%-195.4pp |
| Employer contribution / active EE | $1,316 | $4,636-71.6% | $4,154-68.3% | $4,156-68.3% |
| Participant deferral / active EE | $2,205 | $6,166-64.2% | $5,453-59.6% | $6,407-65.6% |
| Admin fee / account holder | $439 | $16,471-97.3% | $14,116-96.9% | $12,270-96.4% |