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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 | $12,729 | $81,358-84.4% | $155,556-91.8% | $80,959-84.3% |
| Participation rate | 32.5% | 66.3%-33.8pp | 78.2%-45.8pp | 67.7%-35.2pp |
| Annual return | 23.14% | 33.39%-10.2pp | 64.84%-41.7pp | 35.67%-12.5pp |
| Employer contribution / active EE | $480 | $3,106-84.5% | $4,675-89.7% | $2,757-82.6% |
| Participant deferral / active EE | $1,154 | $3,455-66.6% | $5,631-79.5% | $4,300-73.2% |
| Admin fee / account holder | $536 | $7,994-93.3% | $15,885-96.6% | $6,925-92.3% |