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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 | $19,106 | $110,410-82.7% | $102,437-81.3% | $145,897-86.9% |
| Participation rate | 41.7% | 77.9%-36.3pp | 74.5%-32.8pp | 80.3%-38.6pp |
| Annual return | 15.57% | 24.85%-9.3pp | 24.95%-9.4pp | 552.29%-536.7pp |
| Employer contribution / active EE | $1,406 | $4,217-66.7% | $3,871-63.7% | $4,663-69.9% |
| Participant deferral / active EE | $2,883 | $5,622-48.7% | $5,060-43.0% | $6,689-56.9% |
| Admin fee / account holder | $1,634 | $9,745-83.2% | $8,388-80.5% | $13,390-87.8% |