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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 | $14,889 | $53,063-71.9% | $70,160-78.8% | $71,529-79.2% |
| Participation rate | 7.0% | 62.1%-55.1pp | 78.8%-71.8pp | 67.9%-60.9pp |
| Annual return | 62.11% | 19.46%+42.7pp | 19.08%+43.0pp | 28.97%+33.1pp |
| Employer contribution / active EE | $2,066 | $3,011-31.4% | $4,285-51.8% | $2,590-20.2% |
| Participant deferral / active EE | $3,873 | $3,291+17.7% | $5,394-28.2% | $4,291-9.7% |
| Admin fee / account holder | $1,644 | $1,068+54.0% | $4,582-64.1% | $1,588+3.5% |