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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 | $20,467 | $208,088-90.2% | $186,193-89.0% | $154,746-86.8% |
| Participation rate | 40.0% | 80.0%-40.0pp | 77.1%-37.1pp | 80.7%-40.7pp |
| Annual return | 11.90% | 89.97%-78.1pp | 78.03%-66.1pp | 172.34%-160.4pp |
| Employer contribution / active EE | $638 | $4,340-85.3% | $3,918-83.7% | $4,379-85.4% |
| Participant deferral / active EE | $1,419 | $7,078-80.0% | $6,513-78.2% | $6,730-78.9% |
| Admin fee / account holder | $4,546 | $11,698-61.1% | $11,058-58.9% | $14,365-68.4% |