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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 | $45,043-70.9% | $85,063-84.6% | $74,400-82.4% |
| Participation rate | 40.3% | 49.4%-9.0pp | 67.5%-27.2pp | 67.2%-26.9pp |
| Annual return | 17.74% | 26.26%-8.5pp | 66.54%-48.8pp | 1367.51%-1349.8pp |
| Employer contribution / active EE | $445 | $1,458-69.5% | $2,727-83.7% | $2,624-83.0% |
| Participant deferral / active EE | $1,823 | $2,733-33.3% | $4,523-59.7% | $4,348-58.1% |
| Admin fee / account holder | $720 | $2,210-67.4% | $6,155-88.3% | $1,944-62.9% |