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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 | $13,691 | $95,406-85.6% | $185,849-92.6% | $85,847-84.1% |
| Participation rate | 68.3% | 68.8%-0.5pp | 81.7%-13.5pp | 69.3%-1.1pp |
| Annual return | 18.73% | 23.59%-4.9pp | 122.10%-103.4pp | 318.61%-299.9pp |
| Employer contribution / active EE | $1,199 | $3,314-63.8% | $5,169-76.8% | $2,565-53.3% |
| Participant deferral / active EE | $2,342 | $3,424-31.6% | $5,569-58.0% | $3,952-40.8% |
| Admin fee / account holder | $388 | $7,214-94.6% | $16,244-97.6% | $6,261-93.8% |