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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 | $49,024-80.8% | $112,860-91.6% | $87,485-89.2% |
| Participation rate | 30.0% | 62.2%-32.2pp | 66.3%-36.3pp | 68.9%-38.9pp |
| Annual return | 21.97% | 43.86%-21.9pp | 35.26%-13.3pp | 26.06%-4.1pp |
| Employer contribution / active EE | $594 | $1,290-53.9% | $2,206-73.1% | $2,596-77.1% |
| Participant deferral / active EE | $901 | $2,209-59.2% | $3,493-74.2% | $4,274-78.9% |
| Admin fee / account holder | $1,039 | $6,266-83.4% | $6,841-84.8% | $7,775-86.6% |