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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 | $9,625 | $110,254-91.3% | $95,733-89.9% | $139,427-93.1% |
| Participation rate | 33.3% | 75.7%-42.4pp | 72.3%-38.9pp | 80.3%-47.0pp |
| Annual return | 30.52% | 27.13%+3.4pp | 28.37%+2.2pp | 373.27%-342.7pp |
| Employer contribution / active EE | $694 | $3,258-78.7% | $2,835-75.5% | $4,752-85.4% |
| Participant deferral / active EE | $761 | $4,675-83.7% | $4,244-82.1% | $6,711-88.7% |
| Admin fee / account holder | $2,307 | $6,607-65.1% | $5,673-59.3% | $11,404-79.8% |