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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 | $14,043 | $106,247-86.8% | $96,515-85.5% | $139,466-89.9% |
| Participation rate | 30.4% | 77.8%-47.4pp | 74.3%-43.9pp | 80.3%-49.9pp |
| Annual return | 33.20% | 38.47%-5.3pp | 35.73%-2.5pp | 373.66%-340.5pp |
| Employer contribution / active EE | $1,057 | $4,106-74.3% | $3,740-71.7% | $4,754-77.8% |
| Participant deferral / active EE | $1,644 | $5,456-69.9% | $4,880-66.3% | $6,712-75.5% |
| Admin fee / account holder | $440 | $7,885-94.4% | $6,735-93.5% | $11,409-96.1% |