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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 | $14,550 | $49,976-70.9% | $66,674-78.2% | $82,637-82.4% |
| Participation rate | 46.3% | 63.1%-16.8pp | 73.7%-27.4pp | 68.1%-21.8pp |
| Annual return | 16.46% | 39.09%-22.6pp | 321.24%-304.8pp | 53.51%-37.0pp |
| Employer contribution / active EE | $325 | $1,988-83.7% | $2,620-87.6% | $2,552-87.3% |
| Participant deferral / active EE | $1,727 | $2,847-39.3% | $4,084-57.7% | $4,126-58.2% |
| Admin fee / account holder | $1,771 | $4,594-61.4% | $5,098-65.3% | $7,339-75.9% |