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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 | $13,354 | $77,901-82.9% | $149,717-91.1% | $75,181-82.2% |
| Participation rate | 25.0% | 65.6%-40.6pp | 78.8%-53.8pp | 67.2%-42.2pp |
| Annual return | 22.98% | 31.73%-8.8pp | 134.41%-111.4pp | 160.69%-137.7pp |
| Employer contribution / active EE | $459 | $3,137-85.4% | $4,820-90.5% | $2,671-82.8% |
| Participant deferral / active EE | $2,829 | $3,411-17.1% | $5,682-50.2% | $4,126-31.4% |
| Admin fee / account holder | $2,838 | $5,949-52.3% | $13,213-78.5% | $5,650-49.8% |