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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 | $15,214 | $53,128-71.4% | $86,582-82.4% | $70,126-78.3% |
| Participation rate | 43.8% | 65.3%-21.5pp | 73.5%-29.7pp | 69.5%-25.7pp |
| Annual return | 12.79% | 27.66%-14.9pp | 965.08%-952.3pp | 73.15%-60.4pp |
| Employer contribution / active EE | $550 | $2,068-73.4% | $2,839-80.6% | $2,343-76.5% |
| Participant deferral / active EE | $1,325 | $2,695-50.8% | $3,609-63.3% | $3,332-60.2% |
| Admin fee / account holder | $3,108 | $3,584-13.3% | $4,904-36.6% | $4,645-33.1% |