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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 | $51,638-72.3% | $68,368-79.1% | $82,448-82.7% |
| Participation rate | 29.4% | 63.6%-34.2pp | 73.8%-44.3pp | 68.1%-38.7pp |
| Annual return | 15.01% | 37.53%-22.5pp | 292.57%-277.6pp | 41.64%-26.6pp |
| Employer contribution / active EE | $431 | $2,047-78.9% | $2,649-83.7% | $2,551-83.1% |
| Participant deferral / active EE | $1,847 | $2,914-36.6% | $4,123-55.2% | $4,139-55.4% |
| Admin fee / account holder | $5,205 | $4,643+12.1% | $5,150+1.1% | $7,234-28.0% |