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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 | $21,835 | $100,073-78.2% | $85,126-74.3% | $145,877-85.0% |
| Participation rate | 58.8% | 74.1%-15.3pp | 67.5%-8.7pp | 80.3%-21.5pp |
| Annual return | 14.24% | 84.11%-69.9pp | 66.63%-52.4pp | 551.28%-537.0pp |
| Employer contribution / active EE | $1,094 | $3,236-66.2% | $2,731-60.0% | $4,663-76.5% |
| Participant deferral / active EE | $2,647 | $5,294-50.0% | $4,523-41.5% | $6,691-60.4% |
| Admin fee / account holder | $328 | $7,261-95.5% | $6,160-94.7% | $13,402-97.6% |