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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 | $13,545 | $78,690-82.8% | $161,489-91.6% | $87,485-84.5% |
| Participation rate | 44.1% | 67.5%-23.3pp | 78.7%-34.6pp | 68.9%-24.8pp |
| Annual return | 20.61% | 32.74%-12.1pp | 89.72%-69.1pp | 26.06%-5.5pp |
| Employer contribution / active EE | $1,530 | $2,588-40.9% | $4,268-64.2% | $2,596-41.1% |
| Participant deferral / active EE | $2,271 | $3,311-31.4% | $5,630-59.7% | $4,274-46.9% |
| Admin fee / account holder | $1,370 | $6,724-79.6% | $16,006-91.4% | $7,775-82.4% |