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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 | $11,186 | $51,638-78.3% | $68,368-83.6% | $82,448-86.4% |
| Participation rate | 14.3% | 63.6%-49.3pp | 73.8%-59.5pp | 68.1%-53.8pp |
| Annual return | 41.82% | 37.53%+4.3pp | 292.57%-250.8pp | 41.64%+0.2pp |
| Employer contribution / active EE | $276 | $2,047-86.5% | $2,649-89.6% | $2,551-89.2% |
| Participant deferral / active EE | $634 | $2,914-78.3% | $4,123-84.6% | $4,139-84.7% |
| Admin fee / account holder | $428 | $4,643-90.8% | $5,150-91.7% | $7,234-94.1% |