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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 | $15,076 | $108,942-86.2% | $100,415-85.0% | $145,897-89.7% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 13.56% | 58.27%-44.7pp | 49.47%-35.9pp | 552.29%-538.7pp |
| Employer contribution / active EE | $2,391 | $4,422-45.9% | $3,943-39.4% | $4,663-48.7% |
| Participant deferral / active EE | $2,553 | $8,461-69.8% | $8,091-68.4% | $6,689-61.8% |
| Admin fee / account holder | $1,106 | $9,702-88.6% | $7,906-86.0% | $13,390-91.7% |