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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 | $13,666 | $73,107-81.3% | $114,563-88.1% | $87,485-84.4% |
| Participation rate | 53.8% | 65.8%-11.9pp | 72.9%-19.1pp | 68.9%-15.1pp |
| Annual return | 19.12% | 19.47%-0.3pp | 241.09%-222.0pp | 26.06%-6.9pp |
| Employer contribution / active EE | $516 | $1,881-72.6% | $2,592-80.1% | $2,596-80.1% |
| Participant deferral / active EE | $1,817 | $3,144-42.2% | $4,142-56.1% | $4,274-57.5% |
| Admin fee / account holder | $1,099 | $5,770-81.0% | $7,623-85.6% | $7,775-85.9% |