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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 | $15,087 | $78,690-80.8% | $161,489-90.7% | $87,485-82.8% |
| Participation rate | 46.4% | 67.5%-21.1pp | 78.7%-32.3pp | 68.9%-22.6pp |
| Annual return | 16.66% | 32.74%-16.1pp | 89.72%-73.1pp | 26.06%-9.4pp |
| Employer contribution / active EE | $694 | $2,588-73.2% | $4,268-83.7% | $2,596-73.3% |
| Participant deferral / active EE | $1,305 | $3,311-60.6% | $5,630-76.8% | $4,274-69.5% |
| Admin fee / account holder | $2,225 | $6,724-66.9% | $16,006-86.1% | $7,775-71.4% |