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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 | $12,349 | $69,248-82.2% | $64,101-80.7% | $139,466-91.1% |
| Participation rate | 40.0% | 75.6%-35.6pp | 72.3%-32.3pp | 80.3%-40.3pp |
| Annual return | 26.80% | 45.95%-19.2pp | 33.72%-6.9pp | 373.66%-346.9pp |
| Employer contribution / active EE | $1,516 | $3,185-52.4% | $2,749-44.8% | $4,754-68.1% |
| Participant deferral / active EE | $2,055 | $4,682-56.1% | $3,881-47.0% | $6,712-69.4% |
| Admin fee / account holder | $794 | $4,247-81.3% | $3,070-74.1% | $11,409-93.0% |