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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 | $20,678 | $117,895-82.5% | $102,460-79.8% | $145,897-85.8% |
| Participation rate | 52.2% | 78.6%-26.5pp | 76.5%-24.3pp | 80.3%-28.1pp |
| Annual return | 16.35% | 31.92%-15.6pp | 29.47%-13.1pp | 552.29%-535.9pp |
| Employer contribution / active EE | $1,447 | $3,619-60.0% | $3,025-52.2% | $4,663-69.0% |
| Participant deferral / active EE | $2,879 | $5,736-49.8% | $5,056-43.1% | $6,689-57.0% |
| Admin fee / account holder | $5,789 | $13,353-56.6% | $9,460-38.8% | $13,390-56.8% |