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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 | $16,998 | $95,664-82.2% | $76,902-77.9% | $139,487-87.8% |
| Participation rate | 57.1% | 74.0%-16.9pp | 69.6%-12.5pp | 80.3%-23.2pp |
| Annual return | 18.07% | 55.03%-37.0pp | 37.91%-19.8pp | 373.84%-355.8pp |
| Employer contribution / active EE | $1,539 | $3,147-51.1% | $2,534-39.3% | $4,755-67.6% |
| Participant deferral / active EE | $1,885 | $4,626-59.3% | $3,833-50.8% | $6,713-71.9% |
| Admin fee / account holder | $1,008 | $8,311-87.9% | $5,479-81.6% | $11,407-91.2% |