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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 | $15,095 | $58,311-74.1% | $81,882-81.6% | $80,959-81.4% |
| Participation rate | 52.5% | 63.5%-10.9pp | 72.4%-19.8pp | 67.7%-15.1pp |
| Annual return | 13.07% | 41.85%-28.8pp | 779.47%-766.4pp | 35.67%-22.6pp |
| Employer contribution / active EE | $807 | $2,347-65.6% | $2,916-72.3% | $2,757-70.7% |
| Participant deferral / active EE | $1,544 | $3,287-53.0% | $4,323-64.3% | $4,300-64.1% |
| Admin fee / account holder | $1,053 | $4,752-77.8% | $7,360-85.7% | $6,925-84.8% |