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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 | $17,562 | $132,634-86.8% | $115,768-84.8% | $137,256-87.2% |
| Participation rate | 65.0% | 77.9%-12.9pp | 74.4%-9.4pp | 80.0%-15.0pp |
| Annual return | 16.45% | 160.70%-144.3pp | 100.46%-84.0pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,397 | $3,360-58.4% | $2,940-52.5% | $4,156-66.4% |
| Participant deferral / active EE | $1,715 | $5,619-69.5% | $4,917-65.1% | $6,407-73.2% |
| Admin fee / account holder | $4,411 | $15,028-70.6% | $12,439-64.5% | $12,270-64.1% |