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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 | $14,215 | $47,105-69.8% | $68,368-79.2% | $67,986-79.1% |
| Participation rate | 42.5% | 51.8%-9.3pp | 73.8%-31.3pp | 57.2%-14.7pp |
| Annual return | 16.23% | 48.37%-32.1pp | 292.57%-276.3pp | 31.67%-15.4pp |
| Employer contribution / active EE | $844 | $1,859-54.6% | $2,649-68.1% | $2,019-58.2% |
| Participant deferral / active EE | $1,161 | $2,374-51.1% | $4,123-71.8% | $3,358-65.4% |
| Admin fee / account holder | $1,008 | $2,435-58.6% | $5,150-80.4% | $3,203-68.5% |