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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 | $13,900 | $95,415-85.4% | $185,851-92.5% | $85,851-83.8% |
| Participation rate | 54.8% | 68.8%-13.9pp | 81.7%-26.9pp | 69.3%-14.5pp |
| Annual return | 13.65% | 23.59%-9.9pp | 122.11%-108.5pp | 318.63%-305.0pp |
| Employer contribution / active EE | $1,267 | $3,314-61.8% | $5,168-75.5% | $2,565-50.6% |
| Participant deferral / active EE | $1,995 | $3,424-41.7% | $5,569-64.2% | $3,952-49.5% |
| Admin fee / account holder | $3,153 | $7,215-56.3% | $16,245-80.6% | $6,261-49.6% |