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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 | $20,757 | $111,830-81.4% | $93,696-77.8% | $145,884-85.8% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 14.71% | 204.08%-189.4pp | 133.74%-119.0pp | 551.85%-537.1pp |
| Employer contribution / active EE | $1,046 | $3,093-66.2% | $2,422-56.8% | $4,662-77.6% |
| Participant deferral / active EE | $2,764 | $4,920-43.8% | $4,417-37.4% | $6,690-58.7% |
| Admin fee / account holder | $315 | $10,249-96.9% | $8,287-96.2% | $13,392-97.6% |