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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 | $14,369 | $90,691-84.2% | $76,119-81.1% | $145,884-90.2% |
| Participation rate | 58.8% | 74.5%-15.6pp | 69.1%-10.3pp | 80.3%-21.5pp |
| Annual return | 15.61% | 624.52%-608.9pp | 361.25%-345.6pp | 551.85%-536.2pp |
| Employer contribution / active EE | $1,442 | $3,329-56.7% | $2,693-46.4% | $4,662-69.1% |
| Participant deferral / active EE | $3,013 | $5,167-41.7% | $4,259-29.3% | $6,690-55.0% |
| Admin fee / account holder | $483 | $8,383-94.2% | $6,421-92.5% | $13,392-96.4% |