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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 | $12,965 | $111,830-88.4% | $93,696-86.2% | $145,884-91.1% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 15.97% | 204.08%-188.1pp | 133.74%-117.8pp | 551.85%-535.9pp |
| Employer contribution / active EE | $1,215 | $3,093-60.7% | $2,422-49.8% | $4,662-73.9% |
| Participant deferral / active EE | $2,017 | $4,920-59.0% | $4,417-54.3% | $6,690-69.9% |
| Admin fee / account holder | $2,940 | $10,249-71.3% | $8,287-64.5% | $13,392-78.0% |