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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 | $14,157 | $48,284-70.7% | $67,524-79.0% | $80,911-82.5% |
| Participation rate | 59.4% | 66.4%-7.0pp | 72.9%-13.5pp | 67.6%-8.3pp |
| Annual return | 14.59% | 18.27%-3.7pp | 3519.41%-3504.8pp | 35.63%-21.0pp |
| Employer contribution / active EE | $726 | $2,021-64.1% | $2,734-73.5% | $2,756-73.7% |
| Participant deferral / active EE | $1,139 | $2,927-61.1% | $4,001-71.5% | $4,297-73.5% |
| Admin fee / account holder | $457 | $3,688-87.6% | $4,001-88.6% | $6,935-93.4% |