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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 | $13,571 | $47,479-71.4% | $62,929-78.4% | $82,448-83.5% |
| Participation rate | 49.4% | 66.9%-17.4pp | 73.1%-23.7pp | 68.1%-18.6pp |
| Annual return | 15.46% | 20.34%-4.9pp | 1063.93%-1048.5pp | 41.64%-26.2pp |
| Employer contribution / active EE | $643 | $1,885-65.9% | $2,505-74.3% | $2,551-74.8% |
| Participant deferral / active EE | $1,214 | $2,870-57.7% | $3,888-68.8% | $4,139-70.7% |
| Admin fee / account holder | $1,958 | $3,804-48.5% | $5,065-61.3% | $7,234-72.9% |