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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 | $12,004 | $55,889-78.5% | $76,119-84.2% | $80,935-85.2% |
| Participation rate | 55.3% | 62.1%-6.8pp | 69.1%-13.8pp | 67.7%-12.4pp |
| Annual return | 15.70% | 20.58%-4.9pp | 361.25%-345.5pp | 35.66%-20.0pp |
| Employer contribution / active EE | $703 | $1,866-62.3% | $2,693-73.9% | $2,757-74.5% |
| Participant deferral / active EE | $1,492 | $3,051-51.1% | $4,259-65.0% | $4,299-65.3% |
| Admin fee / account holder | $690 | $5,241-86.8% | $6,421-89.3% | $6,924-90.0% |