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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 | $13,326 | $29,051-54.1% | $52,425-74.6% | $67,986-80.4% |
| Participation rate | 35.8% | 30.4%+5.4pp | 55.6%-19.8pp | 57.2%-21.4pp |
| Annual return | 18.72% | 24.00%-5.3pp | 302.12%-283.4pp | 31.67%-12.9pp |
| Employer contribution / active EE | $421 | $412+2.2% | $914-54.0% | $2,019-79.1% |
| Participant deferral / active EE | $624 | $873-28.5% | $1,790-65.1% | $3,358-81.4% |
| Admin fee / account holder | $384 | $2,113-81.8% | $2,495-84.6% | $3,203-88.0% |