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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 | $19,829 | $64,324-69.2% | $118,946-83.3% | $79,852-75.2% |
| Participation rate | 50.0% | 64.9%-14.9pp | 75.4%-25.4pp | 69.6%-19.6pp |
| Annual return | 16.15% | 86.45%-70.3pp | 35.89%-19.7pp | 31.72%-15.6pp |
| Employer contribution / active EE | $1,199 | $1,836-34.7% | $3,263-63.3% | $2,471-51.5% |
| Participant deferral / active EE | $1,534 | $2,824-45.7% | $4,266-64.0% | $3,740-59.0% |
| Admin fee / account holder | $3,065 | $4,040-24.1% | $6,581-53.4% | $5,306-42.2% |