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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 | $56,060-71.6% | $76,002-79.1% | $80,874-80.3% |
| Participation rate | 42.6% | 62.0%-19.4pp | 69.1%-26.5pp | 67.6%-25.1pp |
| Annual return | 32.26% | 20.54%+11.7pp | 360.07%-327.8pp | 35.62%-3.4pp |
| Employer contribution / active EE | $1,163 | $1,873-37.9% | $2,688-56.7% | $2,756-57.8% |
| Participant deferral / active EE | $1,682 | $3,051-44.9% | $4,257-60.5% | $4,297-60.9% |
| Admin fee / account holder | $2,035 | $5,237-61.2% | $6,414-68.3% | $6,935-70.7% |