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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 | $15,969 | $109,908-85.5% | $97,161-83.6% | $145,978-89.1% |
| Participation rate | 43.8% | 75.9%-32.2pp | 72.7%-28.9pp | 80.3%-36.5pp |
| Annual return | 24.76% | 243.80%-219.0pp | 75.36%-50.6pp | 550.52%-525.8pp |
| Employer contribution / active EE | $927 | $3,077-69.9% | $2,723-66.0% | $4,662-80.1% |
| Participant deferral / active EE | $1,024 | $4,679-78.1% | $4,265-76.0% | $6,690-84.7% |
| Admin fee / account holder | $2,992 | $6,213-51.8% | $5,647-47.0% | $13,400-77.7% |