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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 | $15,459 | $48,327-68.0% | $67,575-77.1% | $80,935-80.9% |
| Participation rate | 45.5% | 66.4%-21.0pp | 72.9%-27.5pp | 67.7%-22.2pp |
| Annual return | 15.34% | 18.31%-3.0pp | 3528.98%-3513.6pp | 35.66%-20.3pp |
| Employer contribution / active EE | $987 | $2,022-51.2% | $2,736-63.9% | $2,757-64.2% |
| Participant deferral / active EE | $2,357 | $2,927-19.5% | $4,003-41.1% | $4,299-45.2% |
| Admin fee / account holder | $1,446 | $3,692-60.8% | $3,993-63.8% | $6,924-79.1% |