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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 | $13,149 | $48,327-72.8% | $67,575-80.5% | $80,935-83.8% |
| Participation rate | 30.5% | 66.4%-35.9pp | 72.9%-42.4pp | 67.7%-37.2pp |
| Annual return | 18.93% | 18.31%+0.6pp | 3528.98%-3510.1pp | 35.66%-16.7pp |
| Employer contribution / active EE | $557 | $2,022-72.5% | $2,736-79.7% | $2,757-79.8% |
| Participant deferral / active EE | $1,627 | $2,927-44.4% | $4,003-59.4% | $4,299-62.2% |
| Admin fee / account holder | $422 | $3,692-88.6% | $3,993-89.4% | $6,924-93.9% |