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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 | $11,377 | $78,690-85.5% | $161,489-93.0% | $87,485-87.0% |
| Participation rate | 45.6% | 67.5%-21.9pp | 78.7%-33.1pp | 68.9%-23.3pp |
| Annual return | 16.87% | 32.74%-15.9pp | 89.72%-72.8pp | 26.06%-9.2pp |
| Employer contribution / active EE | $438 | $2,588-83.1% | $4,268-89.7% | $2,596-83.1% |
| Participant deferral / active EE | $1,498 | $3,311-54.7% | $5,630-73.4% | $4,274-64.9% |
| Admin fee / account holder | $903 | $6,724-86.6% | $16,006-94.4% | $7,775-88.4% |