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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 | $13,870 | $62,549-77.8% | $85,705-83.8% | $85,851-83.8% |
| Participation rate | 37.5% | 61.1%-23.6pp | 69.9%-32.4pp | 69.3%-31.8pp |
| Annual return | 23.88% | 23.77%+0.1pp | 21.49%+2.4pp | 318.63%-294.8pp |
| Employer contribution / active EE | $947 | $1,755-46.1% | $2,619-63.8% | $2,565-63.1% |
| Participant deferral / active EE | $2,125 | $2,802-24.2% | $3,924-45.8% | $3,952-46.2% |
| Admin fee / account holder | $620 | $4,644-86.6% | $6,877-91.0% | $6,261-90.1% |