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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 | $13,083 | $23,330-43.9% | $64,489-79.7% | $82,448-84.1% |
| Participation rate | 31.5% | 68.3%-36.8pp | 67.7%-36.2pp | 68.1%-36.6pp |
| Annual return | 24.90% | 83.66%-58.8pp | 55.03%-30.1pp | 41.64%-16.7pp |
| Employer contribution / active EE | $771 | $824-6.4% | $1,523-49.4% | $2,551-69.8% |
| Participant deferral / active EE | $2,010 | $1,707+17.7% | $2,778-27.6% | $4,139-51.4% |
| Admin fee / account holder | $346 | $2,946-88.2% | $4,260-91.9% | $7,234-95.2% |