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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 | $13,837 | $48,314-71.4% | $67,561-79.5% | $80,925-82.9% |
| Participation rate | 50.0% | 66.4%-16.4pp | 72.9%-22.9pp | 67.7%-17.7pp |
| Annual return | 14.07% | 18.28%-4.2pp | 3525.44%-3511.4pp | 35.65%-21.6pp |
| Employer contribution / active EE | $692 | $2,022-65.8% | $2,735-74.7% | $2,756-74.9% |
| Participant deferral / active EE | $1,233 | $2,927-57.9% | $4,003-69.2% | $4,299-71.3% |
| Admin fee / account holder | $761 | $3,690-79.4% | $4,006-81.0% | $6,940-89.0% |