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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 | $14,928 | $91,198-83.6% | $178,503-91.6% | $79,856-81.3% |
| Participation rate | 63.9% | 69.2%-5.3pp | 81.9%-18.0pp | 69.6%-5.7pp |
| Annual return | 14.78% | 24.20%-9.4pp | 151.12%-136.3pp | 31.71%-16.9pp |
| Employer contribution / active EE | $1,001 | $3,257-69.3% | $5,011-80.0% | $2,471-59.5% |
| Participant deferral / active EE | $2,427 | $3,237-25.0% | $5,202-53.3% | $3,741-35.1% |
| Admin fee / account holder | $2,090 | $6,748-69.0% | $13,987-85.1% | $5,306-60.6% |