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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 | $14,003 | $95,601-85.4% | $77,183-81.9% | $139,456-90.0% |
| Participation rate | 50.0% | 74.0%-24.0pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 20.59% | 54.96%-34.4pp | 37.89%-17.3pp | 373.45%-352.9pp |
| Employer contribution / active EE | $1,885 | $3,145-40.1% | $2,534-25.6% | $4,753-60.3% |
| Participant deferral / active EE | $2,174 | $4,623-53.0% | $3,833-43.3% | $6,711-67.6% |
| Admin fee / account holder | $2,292 | $8,302-72.4% | $5,475-58.1% | $11,407-79.9% |