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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 | $18,536 | $102,638-81.9% | $81,991-77.4% | $158,966-88.3% |
| Participation rate | 69.6% | 75.5%-6.0pp | 69.3%+0.3pp | 82.0%-12.4pp |
| Annual return | 20.88% | 61.05%-40.2pp | 41.31%-20.4pp | 302.95%-282.1pp |
| Employer contribution / active EE | $1,064 | $3,241-67.2% | $2,498-57.4% | $4,762-77.7% |
| Participant deferral / active EE | $3,054 | $4,649-34.3% | $3,722-18.0% | $5,983-49.0% |
| Admin fee / account holder | $1,762 | $8,237-78.6% | $5,665-68.9% | $11,250-84.3% |