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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 | $58,234-74.1% | $81,783-81.5% | $80,874-81.3% |
| Participation rate | 52.5% | 63.4%-10.9pp | 72.4%-19.8pp | 67.6%-15.1pp |
| Annual return | 13.07% | 41.70%-28.6pp | 775.05%-762.0pp | 35.62%-22.5pp |
| Employer contribution / active EE | $807 | $2,341-65.6% | $2,913-72.3% | $2,756-70.7% |
| Participant deferral / active EE | $1,544 | $3,283-53.0% | $4,320-64.3% | $4,297-64.1% |
| Admin fee / account holder | $1,053 | $4,982-78.9% | $7,380-85.7% | $6,935-84.8% |