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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 | $10,329 | $29,051-64.4% | $52,425-80.3% | $67,986-84.8% |
| Participation rate | 30.4% | 30.4%0pp | 55.6%-25.2pp | 57.2%-26.8pp |
| Annual return | 14.57% | 24.00%-9.4pp | 302.12%-287.6pp | 31.67%-17.1pp |
| Employer contribution / active EE | $267 | $412-35.2% | $914-70.8% | $2,019-86.8% |
| Participant deferral / active EE | $954 | $873+9.2% | $1,790-46.7% | $3,358-71.6% |
| Admin fee / account holder | $4,050 | $2,113+91.7% | $2,495+62.3% | $3,203+26.4% |