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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 | $49,976-71.4% | $66,674-78.6% | $82,637-82.7% |
| Participation rate | 29.4% | 63.1%-33.7pp | 73.7%-44.3pp | 68.1%-38.6pp |
| Annual return | 15.01% | 39.09%-24.1pp | 321.24%-306.2pp | 53.51%-38.5pp |
| Employer contribution / active EE | $431 | $1,988-78.3% | $2,620-83.5% | $2,552-83.1% |
| Participant deferral / active EE | $1,847 | $2,847-35.1% | $4,084-54.8% | $4,126-55.2% |
| Admin fee / account holder | $5,205 | $4,594+13.3% | $5,098+2.1% | $7,339-29.1% |