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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 | $15,466 | $51,638-70.0% | $68,368-77.4% | $82,448-81.2% |
| Participation rate | 42.3% | 63.6%-21.3pp | 73.8%-31.4pp | 68.1%-25.8pp |
| Annual return | 18.23% | 37.53%-19.3pp | 292.57%-274.3pp | 41.64%-23.4pp |
| Employer contribution / active EE | $575 | $2,047-71.9% | $2,649-78.3% | $2,551-77.5% |
| Participant deferral / active EE | $1,306 | $2,914-55.2% | $4,123-68.3% | $4,139-68.5% |
| Admin fee / account holder | $1,576 | $4,643-66.1% | $5,150-69.4% | $7,234-78.2% |