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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 | $24,874 | $117,846-78.9% | $102,434-75.7% | $145,884-82.9% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 14.89% | 31.90%-17.0pp | 29.46%-14.6pp | 551.85%-537.0pp |
| Employer contribution / active EE | $1,629 | $3,615-54.9% | $3,023-46.1% | $4,662-65.1% |
| Participant deferral / active EE | $3,120 | $5,733-45.6% | $5,055-38.3% | $6,690-53.4% |
| Admin fee / account holder | $647 | $13,356-95.2% | $9,462-93.2% | $13,392-95.2% |