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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 | $15,645 | $100,073-84.4% | $85,126-81.6% | $145,877-89.3% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 10.80% | 84.11%-73.3pp | 66.63%-55.8pp | 551.28%-540.5pp |
| Employer contribution / active EE | $1,356 | $3,236-58.1% | $2,731-50.4% | $4,663-70.9% |
| Participant deferral / active EE | $3,398 | $5,294-35.8% | $4,523-24.9% | $6,691-49.2% |
| Admin fee / account holder | $2,068 | $7,261-71.5% | $6,160-66.4% | $13,402-84.6% |