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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 | $21,433 | $111,814-80.8% | $103,374-79.3% | $145,959-85.3% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 15.66% | 24.77%-9.1pp | 24.89%-9.2pp | 561.95%-546.3pp |
| Employer contribution / active EE | $13,496 | $4,214+220.3% | $3,869+248.8% | $4,661+189.6% |
| Participant deferral / active EE | $2,798 | $5,618-50.2% | $5,058-44.7% | $6,689-58.2% |
| Admin fee / account holder | $3,458 | $9,754-64.6% | $8,394-58.8% | $13,398-74.2% |