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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 | $10,930 | $77,901-86.0% | $149,717-92.7% | $75,181-85.5% |
| Participation rate | 39.0% | 65.6%-26.6pp | 78.8%-39.8pp | 67.2%-28.2pp |
| Annual return | 20.06% | 31.73%-11.7pp | 134.41%-114.4pp | 160.69%-140.6pp |
| Employer contribution / active EE | $894 | $3,137-71.5% | $4,820-81.4% | $2,671-66.5% |
| Participant deferral / active EE | $1,569 | $3,411-54.0% | $5,682-72.4% | $4,126-62.0% |
| Admin fee / account holder | $373 | $5,949-93.7% | $13,213-97.2% | $5,650-93.4% |