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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 | $24,445 | $125,193-80.5% | $105,591-76.8% | $145,978-83.3% |
| Participation rate | 9.1% | 77.6%-68.6pp | 75.3%-66.2pp | 80.3%-71.2pp |
| Annual return | 14.93% | 225.53%-210.6pp | 116.43%-101.5pp | 550.52%-535.6pp |
| Employer contribution / active EE | $2,652 | $3,718-28.7% | $3,166-16.2% | $4,662-43.1% |
| Participant deferral / active EE | $5,237 | $5,708-8.2% | $5,008+4.6% | $6,690-21.7% |
| Admin fee / account holder | $1,006 | $17,277-94.2% | $11,024-90.9% | $13,400-92.5% |