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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 | $16,922 | $55,453-69.5% | $170,435-90.1% | $62,293-72.8% |
| Participation rate | 49.5% | 66.4%-16.8pp | 83.6%-34.1pp | 69.5%-20.0pp |
| Annual return | 16.30% | 21.38%-5.1pp | 205.94%-189.6pp | 28.90%-12.6pp |
| Employer contribution / active EE | $578 | $2,164-73.3% | $5,432-89.4% | $2,042-71.7% |
| Participant deferral / active EE | $741 | $2,303-67.8% | $4,939-85.0% | $3,169-76.6% |
| Admin fee / account holder | $1,161 | $455+155.2% | $13,881-91.6% | $479+142.2% |