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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 | $13,572 | $100,262-86.5% | $81,370-83.3% | $145,897-90.7% |
| Participation rate | 33.3% | 74.3%-40.9pp | 69.5%-36.2pp | 80.3%-47.0pp |
| Annual return | 13.20% | 34.52%-21.3pp | 24.85%-11.6pp | 552.29%-539.1pp |
| Employer contribution / active EE | $408 | $2,979-86.3% | $2,464-83.4% | $4,663-91.2% |
| Participant deferral / active EE | $1,053 | $4,612-77.2% | $3,885-72.9% | $6,689-84.3% |
| Admin fee / account holder | $981 | $8,163-88.0% | $5,749-82.9% | $13,390-92.7% |