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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 | $19,135 | $115,810-83.5% | $101,271-81.1% | $158,966-88.0% |
| Participation rate | 63.6% | 79.4%-15.7pp | 75.8%-12.2pp | 82.0%-18.3pp |
| Annual return | 71.16% | 56.15%+15.0pp | 46.48%+24.7pp | 302.95%-231.8pp |
| Employer contribution / active EE | $1,856 | $4,175-55.6% | $3,660-49.3% | $4,762-61.0% |
| Participant deferral / active EE | $1,951 | $4,958-60.6% | $4,371-55.4% | $5,983-67.4% |
| Admin fee / account holder | $1,509 | $7,248-79.2% | $5,948-74.6% | $11,250-86.6% |