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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 | $14,653 | $53,128-72.4% | $86,581-83.1% | $70,124-79.1% |
| Participation rate | 36.7% | 65.3%-28.6pp | 73.5%-36.9pp | 69.5%-32.9pp |
| Annual return | 18.81% | 27.66%-8.8pp | 965.06%-946.2pp | 73.14%-54.3pp |
| Employer contribution / active EE | $759 | $2,068-63.3% | $2,840-73.3% | $2,342-67.6% |
| Participant deferral / active EE | $1,082 | $2,695-59.9% | $3,609-70.0% | $3,332-67.5% |
| Admin fee / account holder | $464 | $3,584-87.0% | $4,904-90.5% | $4,645-90.0% |