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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 | $16,361 | $55,437-70.5% | $155,534-89.5% | $74,459-78.0% |
| Participation rate | 58.7% | 61.9%-3.2pp | 78.2%-19.5pp | 67.2%-8.5pp |
| Annual return | 14.66% | 269.58%-254.9pp | 64.92%-50.3pp | 1369.70%-1355.0pp |
| Employer contribution / active EE | $826 | $2,266-63.6% | $4,675-82.3% | $2,626-68.5% |
| Participant deferral / active EE | $1,019 | $2,837-64.1% | $5,630-81.9% | $4,350-76.6% |
| Admin fee / account holder | $1,636 | $1,742-6.1% | $15,900-89.7% | $1,945-15.9% |