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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 | $21,429 | $183,627-88.3% | $155,602-86.2% | $145,978-85.3% |
| Participation rate | 68.8% | 82.7%-13.9pp | 78.2%-9.5pp | 80.3%-11.5pp |
| Annual return | 12.62% | 61.32%-48.7pp | 64.81%-52.2pp | 550.52%-537.9pp |
| Employer contribution / active EE | $2,165 | $5,316-59.3% | $4,675-53.7% | $4,662-53.6% |
| Participant deferral / active EE | $3,859 | $6,466-40.3% | $5,629-31.4% | $6,690-42.3% |
| Admin fee / account holder | $1,447 | $19,327-92.5% | $15,923-90.9% | $13,400-89.2% |