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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 | $11,307 | $41,016-72.4% | $152,093-92.6% | $64,097-82.4% |
| Participation rate | 37.8% | 51.3%-13.5pp | 77.8%-39.9pp | 55.2%-17.4pp |
| Annual return | 25.75% | 39.60%-13.8pp | 66.36%-40.6pp | 34.64%-8.9pp |
| Employer contribution / active EE | $589 | $1,342-56.1% | $4,175-85.9% | $1,891-68.9% |
| Participant deferral / active EE | $1,636 | $1,927-15.1% | $5,451-70.0% | $3,080-46.9% |
| Admin fee / account holder | $679 | $2,305-70.5% | $14,497-95.3% | $3,454-80.3% |