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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 | $17,671 | $100,262-82.4% | $81,370-78.3% | $145,897-87.9% |
| Participation rate | 53.3% | 74.3%-20.9pp | 69.5%-16.2pp | 80.3%-27.0pp |
| Annual return | 17.85% | 34.52%-16.7pp | 24.85%-7.0pp | 552.29%-534.4pp |
| Employer contribution / active EE | $1,197 | $2,979-59.8% | $2,464-51.4% | $4,663-74.3% |
| Participant deferral / active EE | $3,050 | $4,612-33.9% | $3,885-21.5% | $6,689-54.4% |
| Admin fee / account holder | $337 | $8,163-95.9% | $5,749-94.1% | $13,390-97.5% |