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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 | $48,337-77.1% | $67,560-83.6% | $80,959-86.3% |
| Participation rate | 45.1% | 66.4%-21.3pp | 72.9%-27.8pp | 67.7%-22.6pp |
| Annual return | 12.78% | 18.26%-5.5pp | 3533.50%-3520.7pp | 35.67%-22.9pp |
| Employer contribution / active EE | $726 | $2,023-64.1% | $2,737-73.5% | $2,757-73.7% |
| Participant deferral / active EE | $1,081 | $2,928-63.1% | $4,004-73.0% | $4,300-74.9% |
| Admin fee / account holder | $2,539 | $3,695-31.3% | $3,994-36.4% | $6,925-63.3% |