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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 | $12,568 | $48,053-73.8% | $84,637-85.2% | $72,976-82.8% |
| Participation rate | 41.9% | 57.6%-15.6pp | 68.2%-26.3pp | 69.5%-27.6pp |
| Annual return | 19.49% | 37.39%-17.9pp | 258.82%-239.3pp | 81.02%-61.5pp |
| Employer contribution / active EE | $742 | $1,602-53.7% | $2,653-72.0% | $2,440-69.6% |
| Participant deferral / active EE | $1,400 | $2,681-47.8% | $3,900-64.1% | $3,608-61.2% |
| Admin fee / account holder | $1,756 | $3,395-48.3% | $4,914-64.3% | $5,124-65.7% |