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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 | $17,288 | $102,632-83.2% | $81,988-78.9% | $158,950-89.1% |
| Participation rate | 52.9% | 75.5%-22.6pp | 69.3%-16.3pp | 82.0%-29.0pp |
| Annual return | 14.15% | 61.05%-46.9pp | 41.31%-27.2pp | 302.91%-288.8pp |
| Employer contribution / active EE | $1,534 | $3,241-52.7% | $2,498-38.6% | $4,762-67.8% |
| Participant deferral / active EE | $5,355 | $4,649+15.2% | $3,722+43.8% | $5,983-10.5% |
| Admin fee / account holder | $483 | $8,237-94.1% | $5,665-91.5% | $11,248-95.7% |