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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 | $11,411 | $51,638-77.9% | $68,368-83.3% | $82,448-86.2% |
| Participation rate | 53.8% | 63.6%-9.8pp | 73.8%-19.9pp | 68.1%-14.2pp |
| Annual return | 20.15% | 37.53%-17.4pp | 292.57%-272.4pp | 41.64%-21.5pp |
| Employer contribution / active EE | $451 | $2,047-78.0% | $2,649-83.0% | $2,551-82.3% |
| Participant deferral / active EE | $782 | $2,914-73.2% | $4,123-81.0% | $4,139-81.1% |
| Admin fee / account holder | $1,513 | $4,643-67.4% | $5,150-70.6% | $7,234-79.1% |