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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 | $13,904 | $47,479-70.7% | $62,929-77.9% | $82,448-83.1% |
| Participation rate | 37.5% | 66.9%-29.4pp | 73.1%-35.6pp | 68.1%-30.6pp |
| Annual return | 21.32% | 20.34%+1.0pp | 1063.93%-1042.6pp | 41.64%-20.3pp |
| Employer contribution / active EE | $752 | $1,885-60.1% | $2,505-70.0% | $2,551-70.5% |
| Participant deferral / active EE | $1,310 | $2,870-54.4% | $3,888-66.3% | $4,139-68.4% |
| Admin fee / account holder | $1,032 | $3,804-72.9% | $5,065-79.6% | $7,234-85.7% |