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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 | $12,765 | $81,331-84.3% | $155,534-91.8% | $80,935-84.2% |
| Participation rate | 43.5% | 66.3%-22.8pp | 78.2%-34.7pp | 67.7%-24.2pp |
| Annual return | 48.17% | 33.37%+14.8pp | 64.92%-16.7pp | 35.66%+12.5pp |
| Employer contribution / active EE | $936 | $3,105-69.8% | $4,675-80.0% | $2,757-66.0% |
| Participant deferral / active EE | $2,250 | $3,454-34.9% | $5,630-60.0% | $4,299-47.7% |
| Admin fee / account holder | $565 | $7,999-92.9% | $15,900-96.4% | $6,924-91.8% |