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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 | $14,126 | $45,123-68.7% | $85,240-83.4% | $74,478-81.0% |
| Participation rate | 64.0% | 49.4%+14.6pp | 67.5%-3.6pp | 67.2%-3.3pp |
| Annual return | 17.34% | 26.32%-9.0pp | 66.75%-49.4pp | 1370.56%-1353.2pp |
| Employer contribution / active EE | $1,523 | $1,459+4.4% | $2,735-44.3% | $2,626-42.0% |
| Participant deferral / active EE | $2,885 | $2,736+5.4% | $4,527-36.3% | $4,350-33.7% |
| Admin fee / account holder | $654 | $2,215-70.5% | $6,165-89.4% | $1,946-66.4% |