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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 | $48,327-70.5% | $67,575-78.9% | $80,935-82.4% |
| Participation rate | 53.8% | 66.4%-12.6pp | 72.9%-19.1pp | 67.7%-13.8pp |
| Annual return | 15.42% | 18.31%-2.9pp | 3528.98%-3513.6pp | 35.66%-20.2pp |
| Employer contribution / active EE | $634 | $2,022-68.7% | $2,736-76.8% | $2,757-77.0% |
| Participant deferral / active EE | $2,216 | $2,927-24.3% | $4,003-44.7% | $4,299-48.5% |
| Admin fee / account holder | $373 | $3,692-89.9% | $3,993-90.7% | $6,924-94.6% |