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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 | $14,592 | $91,179-84.0% | $178,499-91.8% | $79,852-81.7% |
| Participation rate | 64.7% | 69.2%-4.5pp | 81.9%-17.2pp | 69.6%-4.9pp |
| Annual return | 18.46% | 24.19%-5.7pp | 151.10%-132.6pp | 31.72%-13.3pp |
| Employer contribution / active EE | $1,077 | $3,256-66.9% | $5,011-78.5% | $2,471-56.4% |
| Participant deferral / active EE | $2,380 | $3,236-26.5% | $5,202-54.3% | $3,740-36.4% |
| Admin fee / account holder | $3,221 | $6,749-52.3% | $13,986-77.0% | $5,306-39.3% |