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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 | $13,960 | $51,638-73.0% | $68,368-79.6% | $82,448-83.1% |
| Participation rate | 47.9% | 63.6%-15.7pp | 73.8%-25.8pp | 68.1%-20.1pp |
| Annual return | 18.68% | 37.53%-18.9pp | 292.57%-273.9pp | 41.64%-23.0pp |
| Employer contribution / active EE | $673 | $2,047-67.1% | $2,649-74.6% | $2,551-73.6% |
| Participant deferral / active EE | $1,783 | $2,914-38.8% | $4,123-56.8% | $4,139-56.9% |
| Admin fee / account holder | $605 | $4,643-87.0% | $5,150-88.3% | $7,234-91.6% |