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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 | $14,873 | $45,050-67.0% | $63,018-76.4% | $70,126-78.8% |
| Participation rate | 32.3% | 69.5%-37.3pp | 74.8%-42.5pp | 69.5%-37.3pp |
| Annual return | 12.53% | 18.76%-6.2pp | 87.62%-75.1pp | 73.15%-60.6pp |
| Employer contribution / active EE | $536 | $2,052-73.9% | $2,761-80.6% | $2,343-77.1% |
| Participant deferral / active EE | $883 | $2,466-64.2% | $3,330-73.5% | $3,332-73.5% |
| Admin fee / account holder | $586 | $2,834-79.3% | $3,601-83.7% | $4,645-87.4% |