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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 | $61,125-76.5% | $94,057-84.8% | $87,485-83.6% |
| Participation rate | 32.9% | 64.1%-31.2pp | 73.3%-40.4pp | 68.9%-36.0pp |
| Annual return | 21.14% | 35.20%-14.1pp | 480.62%-459.5pp | 26.06%-4.9pp |
| Employer contribution / active EE | $503 | $2,136-76.5% | $2,933-82.9% | $2,596-80.6% |
| Participant deferral / active EE | $972 | $3,260-70.2% | $4,709-79.4% | $4,274-77.2% |
| Admin fee / account holder | $787 | $5,629-86.0% | $7,244-89.1% | $7,775-89.9% |