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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 | $117,829-82.5% | $102,423-79.8% | $145,877-85.8% |
| Participation rate | 52.2% | 78.6%-26.4pp | 76.5%-24.3pp | 80.3%-28.1pp |
| Annual return | 16.35% | 31.83%-15.5pp | 29.42%-13.1pp | 551.28%-534.9pp |
| Employer contribution / active EE | $1,447 | $3,615-60.0% | $3,023-52.1% | $4,663-69.0% |
| Participant deferral / active EE | $2,879 | $5,732-49.8% | $5,054-43.0% | $6,691-57.0% |
| Admin fee / account holder | $5,789 | $13,335-56.6% | $9,455-38.8% | $13,402-56.8% |