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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 | $15,299 | $110,303-86.1% | $95,759-84.0% | $139,487-89.0% |
| Participation rate | 60.0% | 75.7%-15.7pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 19.51% | 27.19%-7.7pp | 28.42%-8.9pp | 373.84%-354.3pp |
| Employer contribution / active EE | $1,037 | $3,261-68.2% | $2,836-63.5% | $4,755-78.2% |
| Participant deferral / active EE | $1,471 | $4,674-68.5% | $4,244-65.3% | $6,713-78.1% |
| Admin fee / account holder | $4,524 | $6,615-31.6% | $5,678-20.3% | $11,407-60.3% |