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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 | $14,777 | $48,011-69.2% | $63,803-76.8% | $82,637-82.1% |
| Participation rate | 58.6% | 66.6%-8.0pp | 72.7%-14.1pp | 68.1%-9.5pp |
| Annual return | 14.51% | 19.84%-5.3pp | 543.72%-529.2pp | 53.51%-39.0pp |
| Employer contribution / active EE | $876 | $1,904-54.0% | $2,532-65.4% | $2,552-65.7% |
| Participant deferral / active EE | $1,994 | $2,846-29.9% | $3,843-48.1% | $4,126-51.7% |
| Admin fee / account holder | $826 | $3,873-78.7% | $5,196-84.1% | $7,339-88.8% |