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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 | $15,455 | $48,011-67.8% | $63,803-75.8% | $82,637-81.3% |
| Participation rate | 60.5% | 66.6%-6.1pp | 72.7%-12.2pp | 68.1%-7.6pp |
| Annual return | 14.71% | 19.84%-5.1pp | 543.72%-529.0pp | 53.51%-38.8pp |
| Employer contribution / active EE | $1,434 | $1,904-24.7% | $2,532-43.4% | $2,552-43.8% |
| Participant deferral / active EE | $2,126 | $2,846-25.3% | $3,843-44.7% | $4,126-48.5% |
| Admin fee / account holder | $4,990 | $3,873+28.8% | $5,196-4.0% | $7,339-32.0% |