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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 | $13,392 | $45,126-70.3% | $85,187-84.3% | $74,459-82.0% |
| Participation rate | 43.2% | 49.4%-6.1pp | 67.5%-24.3pp | 67.2%-24.0pp |
| Annual return | 13.98% | 26.30%-12.3pp | 66.67%-52.7pp | 1369.70%-1355.7pp |
| Employer contribution / active EE | $593 | $1,460-59.4% | $2,732-78.3% | $2,626-77.4% |
| Participant deferral / active EE | $1,982 | $2,738-27.6% | $4,525-56.2% | $4,350-54.4% |
| Admin fee / account holder | $456 | $2,212-79.4% | $6,162-92.6% | $1,945-76.6% |