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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 | $13,526 | $46,732-71.1% | $156,551-91.4% | $55,167-75.5% |
| Participation rate | 54.0% | 65.8%-11.8pp | 84.0%-30.0pp | 69.0%-15.0pp |
| Annual return | 7.01% | 17.72%-10.7pp | 32.23%-25.2pp | 169.23%-162.2pp |
| Employer contribution / active EE | $643 | $2,105-69.5% | $5,501-88.3% | $1,963-67.3% |
| Participant deferral / active EE | $2,038 | $2,204-7.5% | $4,871-58.2% | $3,054-33.3% |
| Admin fee / account holder | $1,969 | $418+370.7% | $13,028-84.9% | $504+290.8% |