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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 | $11,732 | $77,901-84.9% | $149,717-92.2% | $75,181-84.4% |
| Participation rate | 47.7% | 65.6%-17.9pp | 78.8%-31.0pp | 67.2%-19.5pp |
| Annual return | 22.05% | 31.73%-9.7pp | 134.41%-112.4pp | 160.69%-138.6pp |
| Employer contribution / active EE | $786 | $3,137-74.9% | $4,820-83.7% | $2,671-70.6% |
| Participant deferral / active EE | $1,404 | $3,411-58.8% | $5,682-75.3% | $4,126-66.0% |
| Admin fee / account holder | $612 | $5,949-89.7% | $13,213-95.4% | $5,650-89.2% |