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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 | $24,332 | $108,882-77.7% | $96,754-74.9% | $154,746-84.3% |
| Participation rate | 63.6% | 75.1%-11.4pp | 70.3%-6.6pp | 80.7%-17.1pp |
| Annual return | 9.88% | 98.39%-88.5pp | 82.04%-72.2pp | 172.34%-162.5pp |
| Employer contribution / active EE | $1,283 | $3,018-57.5% | $2,679-52.1% | $4,379-70.7% |
| Participant deferral / active EE | $1,617 | $5,323-69.6% | $4,758-66.0% | $6,730-76.0% |
| Admin fee / account holder | $9,499 | $10,200-6.9% | $8,905+6.7% | $14,365-33.9% |