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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 | $14,027 | $55,470-74.7% | $155,556-91.0% | $74,478-81.2% |
| Participation rate | 57.7% | 61.9%-4.2pp | 78.2%-20.6pp | 67.2%-9.6pp |
| Annual return | 14.02% | 269.80%-255.8pp | 64.84%-50.8pp | 1370.56%-1356.5pp |
| Employer contribution / active EE | $1,221 | $2,267-46.1% | $4,675-73.9% | $2,626-53.5% |
| Participant deferral / active EE | $2,057 | $2,838-27.5% | $5,631-63.5% | $4,350-52.7% |
| Admin fee / account holder | $1,088 | $1,744-37.6% | $15,885-93.2% | $1,946-44.1% |