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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 | $11,153 | $55,889-80.0% | $76,119-85.3% | $80,935-86.2% |
| Participation rate | 36.7% | 62.1%-25.3pp | 69.1%-32.3pp | 67.7%-30.9pp |
| Annual return | 15.51% | 20.58%-5.1pp | 361.25%-345.7pp | 35.66%-20.1pp |
| Employer contribution / active EE | $1,156 | $1,866-38.0% | $2,693-57.1% | $2,757-58.1% |
| Participant deferral / active EE | $2,355 | $3,051-22.8% | $4,259-44.7% | $4,299-45.2% |
| Admin fee / account holder | $577 | $5,241-89.0% | $6,421-91.0% | $6,924-91.7% |