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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 | $11,186 | $101,618-89.0% | $93,063-88.0% | $137,256-91.9% |
| Participation rate | 33.3% | 74.9%-41.6pp | 72.1%-38.8pp | 80.0%-46.6pp |
| Annual return | 26.94% | 223.95%-197.0pp | 34.15%-7.2pp | 220.34%-193.4pp |
| Employer contribution / active EE | $581 | $2,707-78.5% | $2,476-76.5% | $4,156-86.0% |
| Participant deferral / active EE | $751 | $4,279-82.5% | $3,958-81.0% | $6,407-88.3% |
| Admin fee / account holder | $800 | $6,198-87.1% | $6,033-86.7% | $12,270-93.5% |