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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 | $5,360 | $94,439-94.3% | $73,658-92.7% | $154,746-96.5% |
| Participation rate | 55.6% | 64.7%-9.1pp | 57.0%-1.5pp | 80.7%-25.1pp |
| Annual return | 3.93% | 28.25%-24.3pp | 29.72%-25.8pp | 172.34%-168.4pp |
| Employer contribution / active EE | $166 | $1,257-86.8% | $1,032-84.0% | $4,379-96.2% |
| Participant deferral / active EE | $1,272 | $2,527-49.7% | $2,062-38.3% | $6,730-81.1% |
| Admin fee / account holder | $1,746 | $3,843-54.6% | $3,357-48.0% | $14,365-87.8% |