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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 | $13,181 | $48,337-72.7% | $67,560-80.5% | $80,959-83.7% |
| Participation rate | 28.6% | 66.4%-37.9pp | 72.9%-44.4pp | 67.7%-39.1pp |
| Annual return | 14.71% | 18.26%-3.6pp | 3533.50%-3518.8pp | 35.67%-21.0pp |
| Employer contribution / active EE | $664 | $2,023-67.2% | $2,737-75.7% | $2,757-75.9% |
| Participant deferral / active EE | $1,404 | $2,928-52.1% | $4,004-64.9% | $4,300-67.4% |
| Admin fee / account holder | $635 | $3,695-82.8% | $3,994-84.1% | $6,925-90.8% |