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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 | $12,805 | $29,051-55.9% | $52,425-75.6% | $67,986-81.2% |
| Participation rate | 29.1% | 30.4%-1.3pp | 55.6%-26.5pp | 57.2%-28.1pp |
| Annual return | 14.57% | 24.00%-9.4pp | 302.12%-287.6pp | 31.67%-17.1pp |
| Employer contribution / active EE | $339 | $412-17.7% | $914-62.9% | $2,019-83.2% |
| Participant deferral / active EE | $618 | $873-29.2% | $1,790-65.5% | $3,358-81.6% |
| Admin fee / account holder | $1,688 | $2,113-20.1% | $2,495-32.3% | $3,203-47.3% |