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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 | $15,924 | $101,618-84.3% | $93,063-82.9% | $137,256-88.4% |
| Participation rate | 66.7% | 74.9%-8.3pp | 72.1%-5.4pp | 80.0%-13.3pp |
| Annual return | 19.62% | 223.95%-204.3pp | 34.15%-14.5pp | 220.34%-200.7pp |
| Employer contribution / active EE | $1,472 | $2,707-45.6% | $2,476-40.6% | $4,156-64.6% |
| Participant deferral / active EE | $1,621 | $4,279-62.1% | $3,958-59.1% | $6,407-74.7% |
| Admin fee / account holder | $1,325 | $6,198-78.6% | $6,033-78.0% | $12,270-89.2% |