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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 | $15,166 | $57,119-73.4% | $85,187-82.2% | $80,935-81.3% |
| Participation rate | 37.0% | 56.4%-19.4pp | 67.5%-30.5pp | 67.7%-30.6pp |
| Annual return | 119.31% | 21.70%+97.6pp | 66.67%+52.6pp | 35.66%+83.7pp |
| Employer contribution / active EE | $860 | $1,802-52.3% | $2,732-68.5% | $2,757-68.8% |
| Participant deferral / active EE | $1,337 | $3,115-57.1% | $4,525-70.5% | $4,299-68.9% |
| Admin fee / account holder | $734 | $4,990-85.3% | $6,162-88.1% | $6,924-89.4% |