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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 | $11,424 | $101,618-88.8% | $93,063-87.7% | $137,256-91.7% |
| Participation rate | 66.7% | 74.9%-8.3pp | 72.1%-5.4pp | 80.0%-13.3pp |
| Annual return | 17.13% | 223.95%-206.8pp | 34.15%-17.0pp | 220.34%-203.2pp |
| Employer contribution / active EE | $480 | $2,707-82.3% | $2,476-80.6% | $4,156-88.5% |
| Participant deferral / active EE | $908 | $4,279-78.8% | $3,958-77.1% | $6,407-85.8% |
| Admin fee / account holder | $751 | $6,198-87.9% | $6,033-87.6% | $12,270-93.9% |