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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 | $14,840 | $55,930-73.5% | $76,089-80.5% | $80,925-81.7% |
| Participation rate | 44.4% | 62.1%-17.6pp | 69.1%-24.6pp | 67.7%-23.2pp |
| Annual return | 13.78% | 20.58%-6.8pp | 360.94%-347.2pp | 35.65%-21.9pp |
| Employer contribution / active EE | $674 | $1,866-63.9% | $2,690-74.9% | $2,756-75.5% |
| Participant deferral / active EE | $1,662 | $3,051-45.5% | $4,259-61.0% | $4,299-61.3% |
| Admin fee / account holder | $924 | $5,241-82.4% | $6,418-85.6% | $6,940-86.7% |