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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 | $14,208 | $53,128-73.3% | $86,581-83.6% | $70,124-79.7% |
| Participation rate | 64.3% | 65.3%-1.0pp | 73.5%-9.3pp | 69.5%-5.3pp |
| Annual return | 14.40% | 27.66%-13.3pp | 965.06%-950.7pp | 73.14%-58.7pp |
| Employer contribution / active EE | $490 | $2,068-76.3% | $2,840-82.8% | $2,342-79.1% |
| Participant deferral / active EE | $837 | $2,695-68.9% | $3,609-76.8% | $3,332-74.9% |
| Admin fee / account holder | $338 | $3,584-90.6% | $4,904-93.1% | $4,645-92.7% |