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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 | $12,292 | $29,667-58.6% | $56,441-78.2% | $80,874-84.8% |
| Participation rate | 45.7% | 41.7%+4.0pp | 52.5%-6.8pp | 67.6%-21.9pp |
| Annual return | 15.94% | 35.22%-19.3pp | 1704.21%-1688.3pp | 35.62%-19.7pp |
| Employer contribution / active EE | $1,200 | $669+79.2% | $1,039+15.4% | $2,756-56.5% |
| Participant deferral / active EE | $1,466 | $1,227+19.6% | $1,953-24.9% | $4,297-65.9% |
| Admin fee / account holder | $781 | $2,429-67.9% | $2,829-72.4% | $6,935-88.7% |