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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 | $15,554 | $106,267-85.4% | $96,520-83.9% | $139,456-88.8% |
| Participation rate | 58.3% | 77.8%-19.5pp | 74.3%-16.0pp | 80.3%-22.0pp |
| Annual return | 23.84% | 38.45%-14.6pp | 35.72%-11.9pp | 373.45%-349.6pp |
| Employer contribution / active EE | $1,539 | $4,105-62.5% | $3,739-58.8% | $4,753-67.6% |
| Participant deferral / active EE | $2,290 | $5,454-58.0% | $4,879-53.1% | $6,711-65.9% |
| Admin fee / account holder | $1,083 | $7,882-86.3% | $6,733-83.9% | $11,407-90.5% |