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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 | $14,724 | $111,814-86.8% | $103,374-85.8% | $145,959-89.9% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 12.58% | 24.77%-12.2pp | 24.89%-12.3pp | 561.95%-549.4pp |
| Employer contribution / active EE | $1,110 | $4,214-73.7% | $3,869-71.3% | $4,661-76.2% |
| Participant deferral / active EE | $1,520 | $5,618-73.0% | $5,058-70.0% | $6,689-77.3% |
| Admin fee / account holder | $4,077 | $9,754-58.2% | $8,394-51.4% | $13,398-69.6% |