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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 | $15,313 | $114,119-86.6% | $107,187-85.7% | $138,895-89.0% |
| Participation rate | 45.5% | 78.1%-32.6pp | 75.0%-29.6pp | 79.9%-34.5pp |
| Annual return | 15.26% | 273.21%-257.9pp | 204.55%-189.3pp | 145.39%-130.1pp |
| Employer contribution / active EE | $1,337 | $4,059-67.1% | $3,782-64.7% | $4,194-68.1% |
| Participant deferral / active EE | $2,118 | $5,538-61.7% | $5,096-58.4% | $6,396-66.9% |
| Admin fee / account holder | $680 | $10,024-93.2% | $9,162-92.6% | $12,562-94.6% |