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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 | $17,954 | $108,882-83.5% | $96,754-81.4% | $154,746-88.4% |
| Participation rate | 66.7% | 75.1%-8.4pp | 70.3%-3.6pp | 80.7%-14.0pp |
| Annual return | 18.68% | 98.39%-79.7pp | 82.04%-63.4pp | 172.34%-153.7pp |
| Employer contribution / active EE | $1,418 | $3,018-53.0% | $2,679-47.1% | $4,379-67.6% |
| Participant deferral / active EE | $2,665 | $5,323-49.9% | $4,758-44.0% | $6,730-60.4% |
| Admin fee / account holder | $310 | $10,200-97.0% | $8,905-96.5% | $14,365-97.8% |