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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 | $15,392 | $53,128-71.0% | $86,582-82.2% | $70,126-78.1% |
| Participation rate | 54.1% | 65.3%-11.3pp | 73.5%-19.5pp | 69.5%-15.5pp |
| Annual return | 23.37% | 27.66%-4.3pp | 965.08%-941.7pp | 73.15%-49.8pp |
| Employer contribution / active EE | $933 | $2,068-54.9% | $2,839-67.1% | $2,343-60.2% |
| Participant deferral / active EE | $2,105 | $2,695-21.9% | $3,609-41.7% | $3,332-36.8% |
| Admin fee / account holder | $1,070 | $3,584-70.1% | $4,904-78.2% | $4,645-77.0% |