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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 | $14,101 | $57,541-75.5% | $95,740-85.3% | $75,173-81.2% |
| Participation rate | 48.6% | 62.5%-13.9pp | 72.3%-23.7pp | 67.2%-18.6pp |
| Annual return | 17.10% | 34.93%-17.8pp | 28.41%-11.3pp | 160.72%-143.6pp |
| Employer contribution / active EE | $482 | $1,808-73.3% | $2,836-83.0% | $2,671-81.9% |
| Participant deferral / active EE | $1,127 | $3,074-63.3% | $4,244-73.4% | $4,126-72.7% |
| Admin fee / account holder | $1,129 | $4,099-72.5% | $5,676-80.1% | $5,651-80.0% |