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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 | $51,184-70.4% | $66,439-77.2% | $86,983-82.6% |
| Participation rate | 64.0% | 68.5%-4.5pp | 74.5%-10.5pp | 69.5%-5.5pp |
| Annual return | 15.30% | 17.07%-1.8pp | 757.66%-742.4pp | 25.83%-10.5pp |
| Employer contribution / active EE | $1,002 | $2,023-50.5% | $2,637-62.0% | $2,584-61.2% |
| Participant deferral / active EE | $1,506 | $2,927-48.6% | $3,876-61.1% | $4,194-64.1% |
| Admin fee / account holder | $2,445 | $4,154-41.1% | $6,173-60.4% | $7,856-68.9% |