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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 | $14,432 | $95,383-84.9% | $185,837-92.2% | $85,856-83.2% |
| Participation rate | 62.0% | 68.8%-6.8pp | 81.7%-19.7pp | 69.3%-7.3pp |
| Annual return | 11.87% | 23.59%-11.7pp | 122.08%-110.2pp | 318.58%-306.7pp |
| Employer contribution / active EE | $645 | $3,313-80.5% | $5,168-87.5% | $2,565-74.9% |
| Participant deferral / active EE | $2,004 | $3,423-41.5% | $5,568-64.0% | $3,952-49.3% |
| Admin fee / account holder | $371 | $7,213-94.9% | $16,241-97.7% | $6,261-94.1% |