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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 | $15,528 | $75,832-79.5% | $147,617-89.5% | $59,633-74.0% |
| Participation rate | 52.6% | 71.6%-18.9pp | 84.6%-32.0pp | 68.7%-16.0pp |
| Annual return | 13.62% | 0.37%+13.2pp | 61.98%-48.4pp | 2041.45%-2027.8pp |
| Employer contribution / active EE | $479 | $3,485-86.2% | $5,564-91.4% | $2,203-78.2% |
| Participant deferral / active EE | $1,451 | $3,131-53.6% | $4,895-70.4% | $3,192-54.5% |
| Admin fee / account holder | $337 | $5,986-94.4% | $11,612-97.1% | $4,297-92.2% |