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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 | $14,340 | $51,638-72.2% | $68,368-79.0% | $82,448-82.6% |
| Participation rate | 32.9% | 63.6%-30.7pp | 73.8%-40.9pp | 68.1%-35.2pp |
| Annual return | 21.14% | 37.53%-16.4pp | 292.57%-271.4pp | 41.64%-20.5pp |
| Employer contribution / active EE | $503 | $2,047-75.4% | $2,649-81.0% | $2,551-80.3% |
| Participant deferral / active EE | $972 | $2,914-66.6% | $4,123-76.4% | $4,139-76.5% |
| Admin fee / account holder | $787 | $4,643-83.1% | $5,150-84.7% | $7,234-89.1% |