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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 | $13,335 | $45,043-70.4% | $63,005-78.8% | $70,124-81.0% |
| Participation rate | 43.5% | 69.5%-26.0pp | 74.8%-31.3pp | 69.5%-26.1pp |
| Annual return | 32.07% | 18.76%+13.3pp | 87.59%-55.5pp | 73.14%-41.1pp |
| Employer contribution / active EE | $372 | $2,052-81.9% | $2,760-86.5% | $2,342-84.1% |
| Participant deferral / active EE | $2,968 | $2,466+20.4% | $3,329-10.9% | $3,332-10.9% |
| Admin fee / account holder | $1,581 | $2,833-44.2% | $3,599-56.1% | $4,645-66.0% |