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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 | $12,481 | $49,897-75.0% | $80,648-84.5% | $75,177-83.4% |
| Participation rate | 40.0% | 55.3%-15.3pp | 67.0%-27.0pp | 67.2%-27.2pp |
| Annual return | 18.40% | 34.68%-16.3pp | 937.21%-918.8pp | 160.75%-142.3pp |
| Employer contribution / active EE | $716 | $1,699-57.9% | $2,724-73.7% | $2,671-73.2% |
| Participant deferral / active EE | $1,157 | $2,992-61.3% | $4,443-74.0% | $4,126-72.0% |
| Admin fee / account holder | $325 | $3,579-90.9% | $5,382-94.0% | $5,651-94.2% |