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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 | $13,886 | $48,327-71.3% | $67,575-79.5% | $80,935-82.8% |
| Participation rate | 42.5% | 66.4%-23.9pp | 72.9%-30.4pp | 67.7%-25.2pp |
| Annual return | 15.50% | 18.31%-2.8pp | 3528.98%-3513.5pp | 35.66%-20.2pp |
| Employer contribution / active EE | $685 | $2,022-66.1% | $2,736-75.0% | $2,757-75.2% |
| Participant deferral / active EE | $1,391 | $2,927-52.5% | $4,003-65.2% | $4,299-67.6% |
| Admin fee / account holder | $1,768 | $3,692-52.1% | $3,993-55.7% | $6,924-74.5% |