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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 | $23,531 | $232,540-89.9% | $185,117-87.3% | $147,586-84.1% |
| Participation rate | 65.0% | 82.4%-17.4pp | 77.3%-12.3pp | 82.8%-17.8pp |
| Annual return | 15.13% | 43.03%-27.9pp | 40.50%-25.4pp | 578.59%-563.5pp |
| Employer contribution / active EE | $438 | $5,195-91.6% | $4,182-89.5% | $4,876-91.0% |
| Participant deferral / active EE | $973 | $5,834-83.3% | $5,045-80.7% | $5,439-82.1% |
| Admin fee / account holder | $1,127 | $10,275-89.0% | $8,159-86.2% | $10,886-89.6% |