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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 | $13,997 | $95,415-85.3% | $185,851-92.5% | $85,851-83.7% |
| Participation rate | 48.5% | 68.8%-20.3pp | 81.7%-33.2pp | 69.3%-20.8pp |
| Annual return | 16.30% | 23.59%-7.3pp | 122.11%-105.8pp | 318.63%-302.3pp |
| Employer contribution / active EE | $555 | $3,314-83.3% | $5,168-89.3% | $2,565-78.4% |
| Participant deferral / active EE | $1,180 | $3,424-65.5% | $5,569-78.8% | $3,952-70.2% |
| Admin fee / account holder | $355 | $7,215-95.1% | $16,245-97.8% | $6,261-94.3% |