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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 | $14,026 | $68,097-79.4% | $62,929-77.7% | $137,256-89.8% |
| Participation rate | 60.0% | 77.4%-17.4pp | 73.1%-13.1pp | 80.0%-20.0pp |
| Annual return | 21.97% | 1859.11%-1837.1pp | 1063.93%-1042.0pp | 220.34%-198.4pp |
| Employer contribution / active EE | $997 | $2,811-64.5% | $2,505-60.2% | $4,156-76.0% |
| Participant deferral / active EE | $1,685 | $4,553-63.0% | $3,888-56.7% | $6,407-73.7% |
| Admin fee / account holder | $1,714 | $6,521-73.7% | $5,065-66.2% | $12,270-86.0% |