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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 | $10,983 | $84,713-87.0% | $75,717-85.5% | $167,518-93.4% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.8%-8.2pp | 82.1%-15.4pp |
| Annual return | 18.62% | 199.49%-180.9pp | 104.58%-86.0pp | 478.71%-460.1pp |
| Employer contribution / active EE | $1,447 | $3,229-55.2% | $2,743-47.2% | $4,838-70.1% |
| Participant deferral / active EE | $1,699 | $4,578-62.9% | $3,821-55.5% | $6,342-73.2% |
| Admin fee / account holder | $2,554 | $5,357-52.3% | $3,619-29.4% | $12,312-79.3% |