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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 | $15,144 | $91,037-83.4% | $71,671-78.9% | $147,585-89.7% |
| Participation rate | 61.1% | 76.1%-15.0pp | 68.7%-7.6pp | 82.8%-21.7pp |
| Annual return | 19.07% | 20.48%-1.4pp | 20.65%-1.6pp | 578.58%-559.5pp |
| Employer contribution / active EE | $1,541 | $3,327-53.7% | $2,460-37.3% | $4,876-68.4% |
| Participant deferral / active EE | $2,011 | $4,498-55.3% | $3,438-41.5% | $5,439-63.0% |
| Admin fee / account holder | $2,780 | $8,613-67.7% | $5,558-50.0% | $10,886-74.5% |