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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 | $15,317 | $106,236-85.6% | $96,496-84.1% | $139,427-89.0% |
| Participation rate | 40.0% | 77.8%-37.8pp | 74.3%-34.3pp | 80.3%-40.3pp |
| Annual return | 17.09% | 38.43%-21.3pp | 35.70%-18.6pp | 373.27%-356.2pp |
| Employer contribution / active EE | $1,698 | $4,104-58.6% | $3,738-54.6% | $4,752-64.3% |
| Participant deferral / active EE | $3,258 | $5,455-40.3% | $4,879-33.2% | $6,711-51.4% |
| Admin fee / account holder | $2,018 | $7,879-74.4% | $6,731-70.0% | $11,404-82.3% |