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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 | $15,295 | $84,236-81.8% | $170,435-91.0% | $70,126-78.2% |
| Participation rate | 52.4% | 70.8%-18.4pp | 83.6%-31.2pp | 69.5%-17.2pp |
| Annual return | 17.46% | 23.06%-5.6pp | 205.94%-188.5pp | 73.15%-55.7pp |
| Employer contribution / active EE | $414 | $3,387-87.8% | $5,432-92.4% | $2,343-82.3% |
| Participant deferral / active EE | $2,995 | $3,086-2.9% | $4,939-39.4% | $3,332-10.1% |
| Admin fee / account holder | $821 | $5,698-85.6% | $13,881-94.1% | $4,645-82.3% |