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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 | $9,429 | $23,330-59.6% | $64,489-85.4% | $82,448-88.6% |
| Participation rate | 30.0% | 68.3%-38.3pp | 67.7%-37.7pp | 68.1%-38.1pp |
| Annual return | 21.97% | 83.66%-61.7pp | 55.03%-33.1pp | 41.64%-19.7pp |
| Employer contribution / active EE | $594 | $824-27.9% | $1,523-61.0% | $2,551-76.7% |
| Participant deferral / active EE | $901 | $1,707-47.2% | $2,778-67.6% | $4,139-78.2% |
| Admin fee / account holder | $1,039 | $2,946-64.7% | $4,260-75.6% | $7,234-85.6% |