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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 | $7,360 | $85,024-91.3% | $70,544-89.6% | $139,466-94.7% |
| Participation rate | 61.1% | 73.9%-12.8pp | 68.4%-7.2pp | 80.3%-19.2pp |
| Annual return | 10.64% | 30.39%-19.8pp | 32.79%-22.2pp | 373.66%-363.0pp |
| Employer contribution / active EE | $1,134 | $3,912-71.0% | $2,976-61.9% | $4,754-76.1% |
| Participant deferral / active EE | $1,426 | $5,891-75.8% | $4,568-68.8% | $6,712-78.8% |
| Admin fee / account holder | $1,036 | $8,928-88.4% | $6,427-83.9% | $11,409-90.9% |