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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 | $15,147 | $58,234-74.0% | $81,783-81.5% | $80,874-81.3% |
| Participation rate | 46.2% | 63.4%-17.3pp | 72.4%-26.2pp | 67.6%-21.5pp |
| Annual return | 14.10% | 41.70%-27.6pp | 775.05%-761.0pp | 35.62%-21.5pp |
| Employer contribution / active EE | $1,175 | $2,341-49.8% | $2,913-59.7% | $2,756-57.4% |
| Participant deferral / active EE | $2,465 | $3,283-24.9% | $4,320-43.0% | $4,297-42.6% |
| Admin fee / account holder | $1,335 | $4,982-73.2% | $7,380-81.9% | $6,935-80.8% |