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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 | $50,554-72.5% | $67,681-79.5% | $87,485-84.1% |
| Participation rate | 37.5% | 67.7%-30.2pp | 73.7%-36.2pp | 68.9%-31.4pp |
| Annual return | 21.32% | 17.81%+3.5pp | 590.58%-569.3pp | 26.06%-4.7pp |
| Employer contribution / active EE | $752 | $1,988-62.2% | $2,678-71.9% | $2,596-71.0% |
| Participant deferral / active EE | $1,310 | $2,961-55.8% | $3,976-67.1% | $4,274-69.4% |
| Admin fee / account holder | $1,032 | $4,132-75.0% | $6,100-83.1% | $7,775-86.7% |