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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 | $14,453 | $55,930-74.2% | $76,089-81.0% | $80,925-82.1% |
| Participation rate | 50.0% | 62.1%-12.1pp | 69.1%-19.1pp | 67.7%-17.7pp |
| Annual return | 11.52% | 20.58%-9.1pp | 360.94%-349.4pp | 35.65%-24.1pp |
| Employer contribution / active EE | $1,057 | $1,866-43.4% | $2,690-60.7% | $2,756-61.7% |
| Participant deferral / active EE | $1,936 | $3,051-36.5% | $4,259-54.5% | $4,299-55.0% |
| Admin fee / account holder | $4,849 | $5,241-7.5% | $6,418-24.5% | $6,940-30.1% |