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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 | $15,894 | $55,902-71.6% | $76,030-79.1% | $80,959-80.4% |
| Participation rate | 42.6% | 62.1%-19.5pp | 69.1%-26.5pp | 67.7%-25.1pp |
| Annual return | 32.26% | 20.59%+11.7pp | 361.54%-329.3pp | 35.67%-3.4pp |
| Employer contribution / active EE | $1,163 | $1,867-37.7% | $2,688-56.7% | $2,757-57.8% |
| Participant deferral / active EE | $1,682 | $3,051-44.9% | $4,257-60.5% | $4,300-60.9% |
| Admin fee / account holder | $2,035 | $5,239-61.2% | $6,421-68.3% | $6,925-70.6% |