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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 | $9,760 | $36,140-73.0% | $73,658-86.7% | $64,340-84.8% |
| Participation rate | 10.2% | 31.0%-20.9pp | 57.0%-46.9pp | 55.2%-45.1pp |
| Annual return | 18.73% | 21.48%-2.7pp | 29.72%-11.0pp | 24.14%-5.4pp |
| Employer contribution / active EE | $169 | $443-62.0% | $1,032-83.7% | $1,862-90.9% |
| Participant deferral / active EE | $303 | $1,023-70.4% | $2,062-85.3% | $2,980-89.8% |
| Admin fee / account holder | $3,475 | $2,513+38.3% | $3,357+3.5% | $3,703-6.2% |