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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 | $23,995 | $111,814-78.5% | $103,378-76.8% | $145,978-83.6% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 10.39% | 24.80%-14.4pp | 24.91%-14.5pp | 550.52%-540.1pp |
| Employer contribution / active EE | $1,381 | $4,215-67.2% | $3,870-64.3% | $4,662-70.4% |
| Participant deferral / active EE | $1,839 | $5,618-67.3% | $5,058-63.6% | $6,690-72.5% |
| Admin fee / account holder | $433 | $9,764-95.6% | $8,401-94.8% | $13,400-96.8% |