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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 | $15,465 | $53,128-70.9% | $86,582-82.1% | $70,126-77.9% |
| Participation rate | 46.9% | 65.3%-18.4pp | 73.5%-26.7pp | 69.5%-22.7pp |
| Annual return | 22.13% | 27.66%-5.5pp | 965.08%-943.0pp | 73.15%-51.0pp |
| Employer contribution / active EE | $2,287 | $2,068+10.6% | $2,839-19.5% | $2,343-2.4% |
| Participant deferral / active EE | $2,726 | $2,695+1.1% | $3,609-24.5% | $3,332-18.2% |
| Admin fee / account holder | $574 | $3,584-84.0% | $4,904-88.3% | $4,645-87.6% |