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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 | $14,313 | $77,901-81.6% | $149,717-90.4% | $75,181-81.0% |
| Participation rate | 48.3% | 65.6%-17.3pp | 78.8%-30.5pp | 67.2%-18.9pp |
| Annual return | 16.29% | 31.73%-15.4pp | 134.41%-118.1pp | 160.69%-144.4pp |
| Employer contribution / active EE | $604 | $3,137-80.8% | $4,820-87.5% | $2,671-77.4% |
| Participant deferral / active EE | $1,434 | $3,411-58.0% | $5,682-74.8% | $4,126-65.2% |
| Admin fee / account holder | $1,112 | $5,949-81.3% | $13,213-91.6% | $5,650-80.3% |