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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 | $55,423-70.5% | $155,602-89.5% | $74,400-78.0% |
| Participation rate | 58.7% | 61.9%-3.2pp | 78.2%-19.5pp | 67.2%-8.5pp |
| Annual return | 14.66% | 269.07%-254.4pp | 64.81%-50.2pp | 1367.51%-1352.9pp |
| Employer contribution / active EE | $826 | $2,266-63.5% | $4,675-82.3% | $2,624-68.5% |
| Participant deferral / active EE | $1,019 | $2,835-64.0% | $5,629-81.9% | $4,348-76.6% |
| Admin fee / account holder | $1,636 | $1,744-6.2% | $15,923-89.7% | $1,944-15.8% |