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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 | $11,522 | $77,908-85.2% | $149,696-92.3% | $75,173-84.7% |
| Participation rate | 37.5% | 65.6%-28.1pp | 78.8%-41.3pp | 67.2%-29.7pp |
| Annual return | 14.14% | 31.73%-17.6pp | 134.46%-120.3pp | 160.72%-146.6pp |
| Employer contribution / active EE | $743 | $3,138-76.3% | $4,821-84.6% | $2,671-72.2% |
| Participant deferral / active EE | $2,169 | $3,411-36.4% | $5,682-61.8% | $4,126-47.4% |
| Admin fee / account holder | $4,059 | $5,950-31.8% | $13,212-69.3% | $5,651-28.2% |