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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 | $12,004 | $51,638-76.8% | $68,368-82.4% | $82,448-85.4% |
| Participation rate | 32.0% | 63.6%-31.6pp | 73.8%-41.8pp | 68.1%-36.1pp |
| Annual return | 16.90% | 37.53%-20.6pp | 292.57%-275.7pp | 41.64%-24.7pp |
| Employer contribution / active EE | $682 | $2,047-66.7% | $2,649-74.3% | $2,551-73.3% |
| Participant deferral / active EE | $1,138 | $2,914-61.0% | $4,123-72.4% | $4,139-72.5% |
| Admin fee / account holder | $1,166 | $4,643-74.9% | $5,150-77.4% | $7,234-83.9% |