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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 | $15,142 | $47,479-68.1% | $62,929-75.9% | $82,448-81.6% |
| Participation rate | 64.0% | 66.9%-2.9pp | 73.1%-9.1pp | 68.1%-4.1pp |
| Annual return | 15.30% | 20.34%-5.0pp | 1063.93%-1048.6pp | 41.64%-26.3pp |
| Employer contribution / active EE | $1,002 | $1,885-46.8% | $2,505-60.0% | $2,551-60.7% |
| Participant deferral / active EE | $1,506 | $2,870-47.5% | $3,888-61.3% | $4,139-63.6% |
| Admin fee / account holder | $2,445 | $3,804-35.7% | $5,065-51.7% | $7,234-66.2% |