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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 | $23,746 | $125,190-81.0% | $105,624-77.5% | $145,897-83.7% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 15.81% | 225.22%-209.4pp | 116.20%-100.4pp | 552.29%-536.5pp |
| Employer contribution / active EE | $1,555 | $3,720-58.2% | $3,168-50.9% | $4,663-66.6% |
| Participant deferral / active EE | $2,046 | $5,716-64.2% | $5,013-59.2% | $6,689-69.4% |
| Admin fee / account holder | $1,737 | $17,138-89.9% | $10,961-84.2% | $13,390-87.0% |