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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 | $21,211 | $113,339-81.3% | $94,993-77.7% | $147,585-85.6% |
| Participation rate | 57.1% | 78.0%-20.8pp | 73.9%-16.7pp | 82.8%-25.7pp |
| Annual return | 11.08% | 20.77%-9.7pp | 27.12%-16.0pp | 578.57%-567.5pp |
| Employer contribution / active EE | $437 | $3,160-86.2% | $2,603-83.2% | $4,876-91.0% |
| Participant deferral / active EE | $827 | $3,777-78.1% | $3,317-75.1% | $5,439-84.8% |
| Admin fee / account holder | $574 | $6,063-90.5% | $4,960-88.4% | $10,885-94.7% |