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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 | $15,717 | $47,944-67.2% | $67,834-76.8% | $62,881-75.0% |
| Participation rate | 50.8% | 61.1%-10.3pp | 68.8%-18.0pp | 69.3%-18.5pp |
| Annual return | 4.67% | 11.77%-7.1pp | 138.47%-133.8pp | 20.14%-15.5pp |
| Employer contribution / active EE | $249 | $1,562-84.0% | $2,403-89.6% | $2,281-89.1% |
| Participant deferral / active EE | $1,124 | $2,247-50.0% | $3,160-64.4% | $3,203-64.9% |
| Admin fee / account holder | $389 | $3,712-89.5% | $4,622-91.6% | $4,296-90.9% |