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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 | $15,874 | $49,896-68.2% | $80,627-80.3% | $75,173-78.9% |
| Participation rate | 51.1% | 55.3%-4.3pp | 67.0%-15.9pp | 67.2%-16.1pp |
| Annual return | 14.40% | 34.67%-20.3pp | 936.76%-922.4pp | 160.72%-146.3pp |
| Employer contribution / active EE | $1,412 | $1,699-16.9% | $2,723-48.1% | $2,671-47.1% |
| Participant deferral / active EE | $2,596 | $2,992-13.2% | $4,443-41.6% | $4,126-37.1% |
| Admin fee / account holder | $10,105 | $3,578+182.4% | $5,381+87.8% | $5,651+78.8% |