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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 | $19,881 | $127,296-84.4% | $109,907-81.9% | $167,536-88.1% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.2%-14.2pp | 82.1%-22.1pp |
| Annual return | 14.89% | 22.97%-8.1pp | 29.46%-14.6pp | 478.82%-463.9pp |
| Employer contribution / active EE | $1,097 | $3,325-67.0% | $2,844-61.4% | $4,839-77.3% |
| Participant deferral / active EE | $8,519 | $4,513+88.8% | $4,047+110.5% | $6,342+34.3% |
| Admin fee / account holder | $7,042 | $7,119-1.1% | $6,069+16.0% | $12,315-42.8% |