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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 | $16,244 | $61,815-73.7% | $97,295-83.3% | $80,959-79.9% |
| Participation rate | 39.0% | 63.5%-24.5pp | 72.7%-33.6pp | 67.7%-28.6pp |
| Annual return | 14.76% | -558.73%+573.5pp | 75.62%-60.9pp | 35.67%-20.9pp |
| Employer contribution / active EE | $419 | $1,836-77.2% | $2,723-84.6% | $2,757-84.8% |
| Participant deferral / active EE | $1,283 | $3,027-57.6% | $4,264-69.9% | $4,300-70.2% |
| Admin fee / account holder | $884 | $5,166-82.9% | $5,646-84.3% | $6,925-87.2% |