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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 | $16,086 | $100,073-83.9% | $85,126-81.1% | $145,877-89.0% |
| Participation rate | 34.8% | 74.1%-39.3pp | 67.5%-32.7pp | 80.3%-45.5pp |
| Annual return | 14.39% | 84.11%-69.7pp | 66.63%-52.2pp | 551.28%-536.9pp |
| Employer contribution / active EE | $851 | $3,236-73.7% | $2,731-68.8% | $4,663-81.8% |
| Participant deferral / active EE | $1,358 | $5,294-74.3% | $4,523-70.0% | $6,691-79.7% |
| Admin fee / account holder | $2,197 | $7,261-69.7% | $6,160-64.3% | $13,402-83.6% |