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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 | $11,245 | $51,638-78.2% | $68,368-83.6% | $82,448-86.4% |
| Participation rate | 54.3% | 63.6%-9.3pp | 73.8%-19.4pp | 68.1%-13.7pp |
| Annual return | 16.03% | 37.53%-21.5pp | 292.57%-276.5pp | 41.64%-25.6pp |
| Employer contribution / active EE | $651 | $2,047-68.2% | $2,649-75.4% | $2,551-74.5% |
| Participant deferral / active EE | $862 | $2,914-70.4% | $4,123-79.1% | $4,139-79.2% |
| Admin fee / account holder | $393 | $4,643-91.5% | $5,150-92.4% | $7,234-94.6% |