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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 | $10,798 | $51,638-79.1% | $68,368-84.2% | $82,448-86.9% |
| Participation rate | 54.5% | 63.6%-9.1pp | 73.8%-19.2pp | 68.1%-13.5pp |
| Annual return | 13.80% | 37.53%-23.7pp | 292.57%-278.8pp | 41.64%-27.8pp |
| Employer contribution / active EE | $364 | $2,047-82.2% | $2,649-86.3% | $2,551-85.7% |
| Participant deferral / active EE | $1,227 | $2,914-57.9% | $4,123-70.2% | $4,139-70.4% |
| Admin fee / account holder | $1,428 | $4,643-69.2% | $5,150-72.3% | $7,234-80.3% |