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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 | $8,412 | $55,889-84.9% | $76,119-88.9% | $80,935-89.6% |
| Participation rate | 40.7% | 62.1%-21.3pp | 69.1%-28.3pp | 67.7%-26.9pp |
| Annual return | 14.56% | 20.58%-6.0pp | 361.25%-346.7pp | 35.66%-21.1pp |
| Employer contribution / active EE | $658 | $1,866-64.7% | $2,693-75.6% | $2,757-76.1% |
| Participant deferral / active EE | $1,359 | $3,051-55.5% | $4,259-68.1% | $4,299-68.4% |
| Admin fee / account holder | $1,499 | $5,241-71.4% | $6,421-76.7% | $6,924-78.4% |