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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 | $9,097 | $29,051-68.7% | $52,425-82.6% | $67,986-86.6% |
| Participation rate | 28.5% | 30.4%-2.0pp | 55.6%-27.2pp | 57.2%-28.7pp |
| Annual return | 24.27% | 24.00%+0.3pp | 302.12%-277.8pp | 31.67%-7.4pp |
| Employer contribution / active EE | $514 | $412+24.8% | $914-43.8% | $2,019-74.5% |
| Participant deferral / active EE | $955 | $873+9.4% | $1,790-46.7% | $3,358-71.6% |
| Admin fee / account holder | $1,514 | $2,113-28.3% | $2,495-39.3% | $3,203-52.7% |