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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 | $12,122 | $48,337-74.9% | $67,560-82.1% | $80,959-85.0% |
| Participation rate | 32.6% | 66.4%-33.9pp | 72.9%-40.4pp | 67.7%-35.1pp |
| Annual return | 13.93% | 18.26%-4.3pp | 3533.50%-3519.6pp | 35.67%-21.7pp |
| Employer contribution / active EE | $548 | $2,023-72.9% | $2,737-80.0% | $2,757-80.1% |
| Participant deferral / active EE | $1,155 | $2,928-60.5% | $4,004-71.1% | $4,300-73.1% |
| Admin fee / account holder | $633 | $3,695-82.9% | $3,994-84.1% | $6,925-90.9% |