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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 | $16,502 | $106,247-84.5% | $96,515-82.9% | $139,466-88.2% |
| Participation rate | 46.2% | 77.8%-31.7pp | 74.3%-28.2pp | 80.3%-34.2pp |
| Annual return | 18.76% | 38.47%-19.7pp | 35.73%-17.0pp | 373.66%-354.9pp |
| Employer contribution / active EE | $1,338 | $4,106-67.4% | $3,740-64.2% | $4,754-71.9% |
| Participant deferral / active EE | $3,568 | $5,456-34.6% | $4,880-26.9% | $6,712-46.8% |
| Admin fee / account holder | $1,495 | $7,885-81.0% | $6,735-77.8% | $11,409-86.9% |