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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 | $14,266 | $48,314-70.5% | $67,561-78.9% | $80,925-82.4% |
| Participation rate | 53.8% | 66.4%-12.6pp | 72.9%-19.1pp | 67.7%-13.8pp |
| Annual return | 15.42% | 18.28%-2.9pp | 3525.44%-3510.0pp | 35.65%-20.2pp |
| Employer contribution / active EE | $634 | $2,022-68.7% | $2,735-76.8% | $2,756-77.0% |
| Participant deferral / active EE | $2,216 | $2,927-24.3% | $4,003-44.7% | $4,299-48.5% |
| Admin fee / account holder | $373 | $3,690-89.9% | $4,006-90.7% | $6,940-94.6% |