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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 | $13,113 | $43,496-69.9% | $161,489-91.9% | $64,340-79.6% |
| Participation rate | 41.7% | 53.5%-11.8pp | 78.7%-37.0pp | 55.2%-13.5pp |
| Annual return | 13.13% | 20.76%-7.6pp | 89.72%-76.6pp | 24.14%-11.0pp |
| Employer contribution / active EE | $520 | $1,431-63.6% | $4,268-87.8% | $1,862-72.1% |
| Participant deferral / active EE | $968 | $1,996-51.5% | $5,630-82.8% | $2,980-67.5% |
| Admin fee / account holder | $2,605 | $2,330+11.8% | $16,006-83.7% | $3,703-29.6% |