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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 | $12,911 | $51,631-75.0% | $129,397-90.0% | $80,925-84.0% |
| Participation rate | 57.7% | 56.9%+0.7pp | 69.6%-11.9pp | 67.7%-10.0pp |
| Annual return | 17.06% | 20.77%-3.7pp | 9453.98%-9436.9pp | 35.65%-18.6pp |
| Employer contribution / active EE | $432 | $1,583-72.7% | $4,154-89.6% | $2,756-84.3% |
| Participant deferral / active EE | $2,005 | $2,670-24.9% | $4,167-51.9% | $4,299-53.4% |
| Admin fee / account holder | $337 | $4,309-92.2% | $7,679-95.6% | $6,940-95.1% |