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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 | $13,107 | $100,262-86.9% | $81,370-83.9% | $145,897-91.0% |
| Participation rate | 60.0% | 74.3%-14.3pp | 69.5%-9.5pp | 80.3%-20.3pp |
| Annual return | 13.43% | 34.52%-21.1pp | 24.85%-11.4pp | 552.29%-538.9pp |
| Employer contribution / active EE | $1,051 | $2,979-64.7% | $2,464-57.4% | $4,663-77.5% |
| Participant deferral / active EE | $1,237 | $4,612-73.2% | $3,885-68.2% | $6,689-81.5% |
| Admin fee / account holder | $1,713 | $8,163-79.0% | $5,749-70.2% | $13,390-87.2% |