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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 | $15,866 | $77,638-79.6% | $156,551-89.9% | $62,881-74.8% |
| Participation rate | 48.3% | 71.2%-22.9pp | 84.0%-35.7pp | 69.3%-21.0pp |
| Annual return | 7.22% | 50.33%-43.1pp | 32.23%-25.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $622 | $3,444-81.9% | $5,501-88.7% | $2,281-72.7% |
| Participant deferral / active EE | $999 | $3,046-67.2% | $4,871-79.5% | $3,203-68.8% |
| Admin fee / account holder | $1,405 | $5,561-74.7% | $13,028-89.2% | $4,296-67.3% |