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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 | $16,541 | $55,889-70.4% | $76,119-78.3% | $80,935-79.6% |
| Participation rate | 55.9% | 62.1%-6.2pp | 69.1%-13.2pp | 67.7%-11.8pp |
| Annual return | 13.68% | 20.58%-6.9pp | 361.25%-347.6pp | 35.66%-22.0pp |
| Employer contribution / active EE | $804 | $1,866-56.9% | $2,693-70.2% | $2,757-70.8% |
| Participant deferral / active EE | $1,417 | $3,051-53.6% | $4,259-66.7% | $4,299-67.1% |
| Admin fee / account holder | $3,867 | $5,241-26.2% | $6,421-39.8% | $6,924-44.1% |