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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 | $14,291 | $85,060-83.2% | $70,548-79.7% | $139,456-89.8% |
| Participation rate | 54.5% | 73.9%-19.4pp | 68.3%-13.8pp | 80.3%-25.8pp |
| Annual return | 18.88% | 30.38%-11.5pp | 32.78%-13.9pp | 373.45%-354.6pp |
| Employer contribution / active EE | $1,384 | $3,911-64.6% | $2,975-53.5% | $4,753-70.9% |
| Participant deferral / active EE | $6,132 | $5,890+4.1% | $4,567+34.3% | $6,711-8.6% |
| Admin fee / account holder | $4,935 | $8,925-44.7% | $6,424-23.2% | $11,407-56.7% |