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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 | $12,083 | $77,908-84.5% | $149,696-91.9% | $75,173-83.9% |
| Participation rate | 57.1% | 65.6%-8.4pp | 78.8%-21.6pp | 67.2%-10.1pp |
| Annual return | 19.22% | 31.73%-12.5pp | 134.46%-115.2pp | 160.72%-141.5pp |
| Employer contribution / active EE | $836 | $3,138-73.4% | $4,821-82.7% | $2,671-68.7% |
| Participant deferral / active EE | $2,147 | $3,411-37.1% | $5,682-62.2% | $4,126-48.0% |
| Admin fee / account holder | $1,016 | $5,950-82.9% | $13,212-92.3% | $5,651-82.0% |