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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 | $16,346 | $47,479-65.6% | $62,929-74.0% | $82,448-80.2% |
| Participation rate | 52.3% | 66.9%-14.5pp | 73.1%-20.8pp | 68.1%-15.7pp |
| Annual return | 12.06% | 20.34%-8.3pp | 1063.93%-1051.9pp | 41.64%-29.6pp |
| Employer contribution / active EE | $827 | $1,885-56.1% | $2,505-67.0% | $2,551-67.6% |
| Participant deferral / active EE | $935 | $2,870-67.4% | $3,888-75.9% | $4,139-77.4% |
| Admin fee / account holder | $1,546 | $3,804-59.4% | $5,065-69.5% | $7,234-78.6% |