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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 | $14,491 | $51,638-71.9% | $68,368-78.8% | $82,448-82.4% |
| Participation rate | 60.0% | 63.6%-3.6pp | 73.8%-13.8pp | 68.1%-8.1pp |
| Annual return | 13.99% | 37.53%-23.5pp | 292.57%-278.6pp | 41.64%-27.6pp |
| Employer contribution / active EE | $1,099 | $2,047-46.3% | $2,649-58.5% | $2,551-56.9% |
| Participant deferral / active EE | $1,560 | $2,914-46.4% | $4,123-62.2% | $4,139-62.3% |
| Admin fee / account holder | $1,883 | $4,643-59.5% | $5,150-63.4% | $7,234-74.0% |