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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 | $14,289 | $61,125-76.6% | $94,057-84.8% | $87,485-83.7% |
| Participation rate | 29.4% | 64.1%-34.7pp | 73.3%-43.9pp | 68.9%-39.5pp |
| Annual return | 15.01% | 35.20%-20.2pp | 480.62%-465.6pp | 26.06%-11.0pp |
| Employer contribution / active EE | $431 | $2,136-79.8% | $2,933-85.3% | $2,596-83.4% |
| Participant deferral / active EE | $1,847 | $3,260-43.3% | $4,709-60.8% | $4,274-56.8% |
| Admin fee / account holder | $5,205 | $5,629-7.5% | $7,244-28.1% | $7,775-33.0% |