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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 | $14,558 | $45,119-67.7% | $85,126-82.9% | $74,429-80.4% |
| Participation rate | 44.6% | 49.4%-4.7pp | 67.5%-22.9pp | 67.2%-22.6pp |
| Annual return | 13.73% | 26.28%-12.5pp | 66.63%-52.9pp | 1368.38%-1354.7pp |
| Employer contribution / active EE | $1,217 | $1,460-16.7% | $2,731-55.4% | $2,625-53.6% |
| Participant deferral / active EE | $2,034 | $2,738-25.7% | $4,523-55.0% | $4,348-53.2% |
| Admin fee / account holder | $2,939 | $2,214+32.8% | $6,160-52.3% | $1,944+51.2% |