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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 | $17,893 | $101,618-82.4% | $93,063-80.8% | $137,256-87.0% |
| Participation rate | 53.8% | 74.9%-21.1pp | 72.1%-18.3pp | 80.0%-26.1pp |
| Annual return | 21.99% | 223.95%-202.0pp | 34.15%-12.2pp | 220.34%-198.3pp |
| Employer contribution / active EE | $1,452 | $2,707-46.4% | $2,476-41.4% | $4,156-65.1% |
| Participant deferral / active EE | $2,352 | $4,279-45.0% | $3,958-40.6% | $6,407-63.3% |
| Admin fee / account holder | $1,150 | $6,198-81.5% | $6,033-80.9% | $12,270-90.6% |