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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 | $14,924 | $47,479-68.6% | $62,929-76.3% | $82,448-81.9% |
| Participation rate | 42.7% | 66.9%-24.2pp | 73.1%-30.4pp | 68.1%-25.4pp |
| Annual return | 18.39% | 20.34%-2.0pp | 1063.93%-1045.5pp | 41.64%-23.3pp |
| Employer contribution / active EE | $704 | $1,885-62.7% | $2,505-71.9% | $2,551-72.4% |
| Participant deferral / active EE | $1,141 | $2,870-60.2% | $3,888-70.7% | $4,139-72.4% |
| Admin fee / account holder | $4,012 | $3,804+5.5% | $5,065-20.8% | $7,234-44.5% |