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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 | $14,273 | $51,638-72.4% | $129,406-89.0% | $80,959-82.4% |
| Participation rate | 25.7% | 56.9%-31.2pp | 69.6%-43.9pp | 67.7%-42.0pp |
| Annual return | 15.66% | 20.78%-5.1pp | 9468.18%-9452.5pp | 35.67%-20.0pp |
| Employer contribution / active EE | $387 | $1,584-75.5% | $4,155-90.7% | $2,757-85.9% |
| Participant deferral / active EE | $1,069 | $2,670-60.0% | $4,167-74.4% | $4,300-75.1% |
| Admin fee / account holder | $429 | $4,313-90.0% | $7,689-94.4% | $6,925-93.8% |