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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 | $50,554-70.0% | $67,681-77.6% | $87,485-82.7% |
| Participation rate | 64.0% | 67.7%-3.7pp | 73.7%-9.7pp | 68.9%-4.9pp |
| Annual return | 15.30% | 17.81%-2.5pp | 590.58%-575.3pp | 26.06%-10.8pp |
| Employer contribution / active EE | $1,002 | $1,988-49.6% | $2,678-62.6% | $2,596-61.4% |
| Participant deferral / active EE | $1,506 | $2,961-49.1% | $3,976-62.1% | $4,274-64.8% |
| Admin fee / account holder | $2,445 | $4,132-40.8% | $6,100-59.9% | $7,775-68.6% |