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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 | $3,146 | $94,439-96.7% | $73,658-95.7% | $154,746-98.0% |
| Participation rate | 40.9% | 64.7%-23.8pp | 57.0%-16.1pp | 80.7%-39.8pp |
| Annual return | 13.36% | 28.25%-14.9pp | 29.72%-16.4pp | 172.34%-159.0pp |
| Employer contribution / active EE | $305 | $1,257-75.7% | $1,032-70.4% | $4,379-93.0% |
| Participant deferral / active EE | $409 | $2,527-83.8% | $2,062-80.2% | $6,730-93.9% |
| Admin fee / account holder | $1,223 | $3,843-68.2% | $3,357-63.6% | $14,365-91.5% |