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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 | $14,806 | $58,311-74.6% | $81,882-81.9% | $80,959-81.7% |
| Participation rate | 51.3% | 63.5%-12.2pp | 72.4%-21.1pp | 67.7%-16.4pp |
| Annual return | 11.79% | 41.85%-30.1pp | 779.47%-767.7pp | 35.67%-23.9pp |
| Employer contribution / active EE | $788 | $2,347-66.4% | $2,916-73.0% | $2,757-71.4% |
| Participant deferral / active EE | $2,411 | $3,287-26.7% | $4,323-44.2% | $4,300-43.9% |
| Admin fee / account holder | $1,058 | $4,752-77.7% | $7,360-85.6% | $6,925-84.7% |