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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 | $13,092 | $45,123-71.0% | $85,240-84.6% | $74,478-82.4% |
| Participation rate | 40.3% | 49.4%-9.0pp | 67.5%-27.2pp | 67.2%-26.9pp |
| Annual return | 17.74% | 26.32%-8.6pp | 66.75%-49.0pp | 1370.56%-1352.8pp |
| Employer contribution / active EE | $445 | $1,459-69.5% | $2,735-83.7% | $2,626-83.1% |
| Participant deferral / active EE | $1,823 | $2,736-33.4% | $4,527-59.7% | $4,350-58.1% |
| Admin fee / account holder | $720 | $2,215-67.5% | $6,165-88.3% | $1,946-63.0% |