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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 | $15,087 | $111,535-86.5% | $105,223-85.7% | $137,256-89.0% |
| Participation rate | 58.3% | 78.1%-19.8pp | 75.0%-16.7pp | 80.0%-21.6pp |
| Annual return | 24.31% | 237.85%-213.5pp | 180.65%-156.3pp | 220.34%-196.0pp |
| Employer contribution / active EE | $1,853 | $3,939-53.0% | $3,689-49.8% | $4,156-55.4% |
| Participant deferral / active EE | $3,428 | $5,500-37.7% | $5,072-32.4% | $6,407-46.5% |
| Admin fee / account holder | $2,644 | $9,721-72.8% | $8,859-70.1% | $12,270-78.4% |