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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 | $14,529 | $133,981-89.2% | $112,249-87.1% | $134,532-89.2% |
| Participation rate | 28.6% | 78.6%-50.0pp | 75.1%-46.5pp | 81.2%-52.7pp |
| Annual return | 108.64% | 47.16%+61.5pp | 27.48%+81.2pp | 418.27%-309.6pp |
| Employer contribution / active EE | $1,809 | $4,040-55.2% | $3,636-50.3% | $4,741-61.8% |
| Participant deferral / active EE | $2,634 | $5,292-50.2% | $4,729-44.3% | $6,401-58.8% |
| Admin fee / account holder | $1,365 | $7,492-81.8% | $6,412-78.7% | $11,429-88.1% |