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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 | $16,047 | $100,279-84.0% | $81,353-80.3% | $145,884-89.0% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 11.02% | 34.49%-23.5pp | 24.82%-13.8pp | 551.85%-540.8pp |
| Employer contribution / active EE | $765 | $2,979-74.3% | $2,464-69.0% | $4,662-83.6% |
| Participant deferral / active EE | $1,439 | $4,611-68.8% | $3,885-62.9% | $6,690-78.5% |
| Admin fee / account holder | $756 | $8,206-90.8% | $5,766-86.9% | $13,392-94.4% |