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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 | $13,721 | $95,406-85.6% | $185,849-92.6% | $85,847-84.0% |
| Participation rate | 57.7% | 68.8%-11.0pp | 81.7%-24.0pp | 69.3%-11.6pp |
| Annual return | 16.06% | 23.59%-7.5pp | 122.10%-106.0pp | 318.61%-302.5pp |
| Employer contribution / active EE | $1,048 | $3,314-68.4% | $5,169-79.7% | $2,565-59.2% |
| Participant deferral / active EE | $2,801 | $3,424-18.2% | $5,569-49.7% | $3,952-29.1% |
| Admin fee / account holder | $783 | $7,214-89.1% | $16,244-95.2% | $6,261-87.5% |