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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 | $16,687 | $100,139-83.3% | $85,187-80.4% | $145,884-88.6% |
| Participation rate | 53.3% | 74.1%-20.8pp | 67.5%-14.2pp | 80.3%-27.0pp |
| Annual return | 16.75% | 84.15%-67.4pp | 66.67%-49.9pp | 551.85%-535.1pp |
| Employer contribution / active EE | $1,448 | $3,238-55.3% | $2,732-47.0% | $4,662-68.9% |
| Participant deferral / active EE | $4,468 | $5,296-15.6% | $4,525-1.3% | $6,690-33.2% |
| Admin fee / account holder | $645 | $7,262-91.1% | $6,162-89.5% | $13,392-95.2% |