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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 | $17,579 | $105,856-83.4% | $90,161-80.5% | $147,586-88.1% |
| Participation rate | 61.9% | 79.7%-17.8pp | 76.9%-15.0pp | 82.8%-20.9pp |
| Annual return | 22.60% | 37.63%-15.0pp | 34.89%-12.3pp | 578.59%-556.0pp |
| Employer contribution / active EE | $1,503 | $4,126-63.6% | $3,318-54.7% | $4,876-69.2% |
| Participant deferral / active EE | $3,135 | $5,733-45.3% | $5,287-40.7% | $5,439-42.4% |
| Admin fee / account holder | $1,225 | $8,046-84.8% | $5,943-79.4% | $10,886-88.7% |