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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 | $58,258-74.0% | $81,820-81.5% | $80,925-81.3% |
| Participation rate | 46.2% | 63.5%-17.3pp | 72.4%-26.2pp | 67.7%-21.5pp |
| Annual return | 14.10% | 41.76%-27.7pp | 777.93%-763.8pp | 35.65%-21.5pp |
| Employer contribution / active EE | $1,175 | $2,345-49.9% | $2,915-59.7% | $2,756-57.4% |
| Participant deferral / active EE | $2,465 | $3,284-24.9% | $4,323-43.0% | $4,299-42.7% |
| Admin fee / account holder | $1,335 | $4,976-73.2% | $7,391-81.9% | $6,940-80.8% |