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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 | $15,907 | $96,508-83.5% | $75,901-79.0% | $152,897-89.6% |
| Participation rate | 69.2% | 76.2%-7.0pp | 69.3%-0.1pp | 82.5%-13.2pp |
| Annual return | 19.74% | 33.99%-14.3pp | 30.76%-11.0pp | 345.43%-325.7pp |
| Employer contribution / active EE | $1,153 | $3,310-65.2% | $2,501-53.9% | $4,764-75.8% |
| Participant deferral / active EE | $3,698 | $4,554-18.8% | $3,603+2.6% | $5,851-36.8% |
| Admin fee / account holder | $1,475 | $8,081-81.7% | $5,420-72.8% | $11,599-87.3% |