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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 | $14,118 | $51,604-72.6% | $129,295-89.1% | $80,874-82.5% |
| Participation rate | 33.3% | 57.0%-23.6pp | 69.6%-36.3pp | 67.6%-34.3pp |
| Annual return | 11.80% | 20.76%-9.0pp | 9429.28%-9417.5pp | 35.62%-23.8pp |
| Employer contribution / active EE | $651 | $1,585-58.9% | $4,157-84.3% | $2,756-76.4% |
| Participant deferral / active EE | $1,426 | $2,670-46.6% | $4,169-65.8% | $4,297-66.8% |
| Admin fee / account holder | $1,401 | $4,310-67.5% | $7,665-81.7% | $6,935-79.8% |