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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 | $13,380 | $77,908-82.8% | $149,696-91.1% | $75,173-82.2% |
| Participation rate | 47.8% | 65.6%-17.8pp | 78.8%-31.0pp | 67.2%-19.4pp |
| Annual return | 18.03% | 31.73%-13.7pp | 134.46%-116.4pp | 160.72%-142.7pp |
| Employer contribution / active EE | $714 | $3,138-77.2% | $4,821-85.2% | $2,671-73.3% |
| Participant deferral / active EE | $1,041 | $3,411-69.5% | $5,682-81.7% | $4,126-74.8% |
| Admin fee / account holder | $589 | $5,950-90.1% | $13,212-95.5% | $5,651-89.6% |