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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 | $18,891 | $55,889-66.2% | $76,119-75.2% | $80,935-76.7% |
| Participation rate | 50.0% | 62.1%-12.1pp | 69.1%-19.1pp | 67.7%-17.7pp |
| Annual return | 15.76% | 20.58%-4.8pp | 361.25%-345.5pp | 35.66%-19.9pp |
| Employer contribution / active EE | $1,080 | $1,866-42.1% | $2,693-59.9% | $2,757-60.8% |
| Participant deferral / active EE | $1,363 | $3,051-55.3% | $4,259-68.0% | $4,299-68.3% |
| Admin fee / account holder | $1,340 | $5,241-74.4% | $6,421-79.1% | $6,924-80.7% |