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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 | $13,835 | $101,063-86.3% | $81,473-83.0% | $147,586-90.6% |
| Participation rate | 47.1% | 74.5%-27.4pp | 68.0%-20.9pp | 82.8%-35.8pp |
| Annual return | 26.98% | 32.41%-5.4pp | 38.78%-11.8pp | 578.59%-551.6pp |
| Employer contribution / active EE | $1,379 | $3,206-57.0% | $2,568-46.3% | $4,876-71.7% |
| Participant deferral / active EE | $2,070 | $4,242-51.2% | $3,537-41.5% | $5,439-61.9% |
| Admin fee / account holder | $1,854 | $5,812-68.1% | $4,561-59.4% | $10,886-83.0% |