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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 | $15,059 | $48,050-68.7% | $96,754-84.4% | $64,340-76.6% |
| Participation rate | 39.6% | 40.6%-1.0pp | 70.3%-30.7pp | 55.2%-15.7pp |
| Annual return | 32.40% | 23.41%+9.0pp | 82.04%-49.6pp | 24.14%+8.3pp |
| Employer contribution / active EE | $614 | $1,204-49.0% | $2,679-77.1% | $1,862-67.0% |
| Participant deferral / active EE | $1,702 | $2,191-22.3% | $4,758-64.2% | $2,980-42.9% |
| Admin fee / account holder | $2,845 | $3,741-24.0% | $8,905-68.1% | $3,703-23.2% |