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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 | $14,918 | $48,337-69.1% | $67,560-77.9% | $80,959-81.6% |
| Participation rate | 46.3% | 66.4%-20.1pp | 72.9%-26.6pp | 67.7%-21.4pp |
| Annual return | 12.94% | 18.26%-5.3pp | 3533.50%-3520.6pp | 35.67%-22.7pp |
| Employer contribution / active EE | $572 | $2,023-71.7% | $2,737-79.1% | $2,757-79.2% |
| Participant deferral / active EE | $2,023 | $2,928-30.9% | $4,004-49.5% | $4,300-53.0% |
| Admin fee / account holder | $742 | $3,695-79.9% | $3,994-81.4% | $6,925-89.3% |