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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 | $13,947 | $106,247-86.9% | $96,515-85.5% | $139,466-90.0% |
| Participation rate | 69.2% | 77.8%-8.6pp | 74.3%-5.1pp | 80.3%-11.1pp |
| Annual return | 64.20% | 38.47%+25.7pp | 35.73%+28.5pp | 373.66%-309.5pp |
| Employer contribution / active EE | $1,384 | $4,106-66.3% | $3,740-63.0% | $4,754-70.9% |
| Participant deferral / active EE | $4,629 | $5,456-15.1% | $4,880-5.1% | $6,712-31.0% |
| Admin fee / account holder | $941 | $7,885-88.1% | $6,735-86.0% | $11,409-91.8% |