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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 | $110,254-86.1% | $95,733-84.0% | $139,427-89.0% |
| Participation rate | 60.0% | 75.7%-15.7pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 19.51% | 27.13%-7.6pp | 28.37%-8.9pp | 373.27%-353.8pp |
| Employer contribution / active EE | $1,037 | $3,258-68.2% | $2,835-63.4% | $4,752-78.2% |
| Participant deferral / active EE | $1,471 | $4,675-68.5% | $4,244-65.3% | $6,711-78.1% |
| Admin fee / account holder | $4,524 | $6,607-31.5% | $5,673-20.3% | $11,404-60.3% |