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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 | $13,452 | $55,889-75.9% | $76,119-82.3% | $80,935-83.4% |
| Participation rate | 58.5% | 62.1%-3.5pp | 69.1%-10.5pp | 67.7%-9.1pp |
| Annual return | 15.04% | 20.58%-5.5pp | 361.25%-346.2pp | 35.66%-20.6pp |
| Employer contribution / active EE | $900 | $1,866-51.8% | $2,693-66.6% | $2,757-67.3% |
| Participant deferral / active EE | $2,139 | $3,051-29.9% | $4,259-49.8% | $4,299-50.3% |
| Admin fee / account holder | $1,165 | $5,241-77.8% | $6,421-81.8% | $6,924-83.2% |