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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 | $17,063 | $24,618-30.7% | $71,585-76.2% | $82,637-79.4% |
| Participation rate | 61.2% | 68.2%-7.0pp | 68.2%-6.9pp | 68.1%-6.8pp |
| Annual return | 14.38% | 93.17%-78.8pp | 59.26%-44.9pp | 53.51%-39.1pp |
| Employer contribution / active EE | $1,281 | $852+50.4% | $1,669-23.2% | $2,552-49.8% |
| Participant deferral / active EE | $4,336 | $1,720+152.1% | $2,923+48.3% | $4,126+5.1% |
| Admin fee / account holder | $1,183 | $3,285-64.0% | $4,712-74.9% | $7,339-83.9% |