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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 | $11,081 | $48,277-77.0% | $67,511-83.6% | $80,874-86.3% |
| Participation rate | 45.1% | 66.4%-21.3pp | 72.9%-27.8pp | 67.6%-22.5pp |
| Annual return | 12.78% | 18.27%-5.5pp | 3517.41%-3504.6pp | 35.62%-22.8pp |
| Employer contribution / active EE | $726 | $2,021-64.1% | $2,733-73.4% | $2,756-73.7% |
| Participant deferral / active EE | $1,081 | $2,926-63.1% | $4,000-73.0% | $4,297-74.8% |
| Admin fee / account holder | $2,539 | $3,687-31.1% | $3,999-36.5% | $6,935-63.4% |