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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 | $12,420 | $48,053-74.2% | $84,637-85.3% | $72,976-83.0% |
| Participation rate | 25.0% | 57.6%-32.6pp | 68.2%-43.2pp | 69.5%-44.5pp |
| Annual return | 18.55% | 37.39%-18.8pp | 258.82%-240.3pp | 81.02%-62.5pp |
| Employer contribution / active EE | $559 | $1,602-65.1% | $2,653-78.9% | $2,440-77.1% |
| Participant deferral / active EE | $806 | $2,681-69.9% | $3,900-79.3% | $3,608-77.7% |
| Admin fee / account holder | $676 | $3,395-80.1% | $4,914-86.2% | $5,124-86.8% |