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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 | $9,409 | $101,618-90.7% | $93,063-89.9% | $137,256-93.1% |
| Participation rate | 47.4% | 74.9%-27.6pp | 72.1%-24.7pp | 80.0%-32.6pp |
| Annual return | 18.71% | 223.95%-205.2pp | 34.15%-15.4pp | 220.34%-201.6pp |
| Employer contribution / active EE | $741 | $2,707-72.6% | $2,476-70.1% | $4,156-82.2% |
| Participant deferral / active EE | $1,231 | $4,279-71.2% | $3,958-68.9% | $6,407-80.8% |
| Admin fee / account holder | $1,977 | $6,198-68.1% | $6,033-67.2% | $12,270-83.9% |