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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 | $14,178 | $111,535-87.3% | $105,223-86.5% | $137,256-89.7% |
| Participation rate | 46.2% | 78.1%-31.9pp | 75.0%-28.9pp | 80.0%-33.8pp |
| Annual return | 31.34% | 237.85%-206.5pp | 180.65%-149.3pp | 220.34%-189.0pp |
| Employer contribution / active EE | $1,403 | $3,939-64.4% | $3,689-62.0% | $4,156-66.2% |
| Participant deferral / active EE | $2,685 | $5,500-51.2% | $5,072-47.1% | $6,407-58.1% |
| Admin fee / account holder | $1,318 | $9,721-86.4% | $8,859-85.1% | $12,270-89.3% |