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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 | $14,555 | $84,236-82.7% | $170,435-91.5% | $70,126-79.2% |
| Participation rate | 48.2% | 70.8%-22.6pp | 83.6%-35.4pp | 69.5%-21.3pp |
| Annual return | 16.93% | 23.06%-6.1pp | 205.94%-189.0pp | 73.15%-56.2pp |
| Employer contribution / active EE | $1,278 | $3,387-62.3% | $5,432-76.5% | $2,343-45.4% |
| Participant deferral / active EE | $2,692 | $3,086-12.8% | $4,939-45.5% | $3,332-19.2% |
| Admin fee / account holder | $444 | $5,698-92.2% | $13,881-96.8% | $4,645-90.4% |