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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 | $15,952 | $111,814-85.7% | $103,374-84.6% | $145,959-89.1% |
| Participation rate | 43.8% | 77.9%-34.2pp | 74.5%-30.8pp | 80.3%-36.5pp |
| Annual return | 17.50% | 24.77%-7.3pp | 24.89%-7.4pp | 561.95%-544.5pp |
| Employer contribution / active EE | $1,527 | $4,214-63.8% | $3,869-60.5% | $4,661-67.2% |
| Participant deferral / active EE | $2,225 | $5,618-60.4% | $5,058-56.0% | $6,689-66.7% |
| Admin fee / account holder | $620 | $9,754-93.6% | $8,394-92.6% | $13,398-95.4% |