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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 | $11,178 | $35,183-68.2% | $73,550-84.8% | $70,126-84.1% |
| Participation rate | 29.9% | 42.9%-13.1pp | 54.9%-25.1pp | 69.5%-39.7pp |
| Annual return | 37.97% | 26.90%+11.1pp | -15.16%+53.1pp | 73.15%-35.2pp |
| Employer contribution / active EE | $737 | $709+4.0% | $1,219-39.5% | $2,343-68.5% |
| Participant deferral / active EE | $1,172 | $1,220-4.0% | $1,804-35.1% | $3,332-64.8% |
| Admin fee / account holder | $892 | $2,302-61.3% | $2,320-61.6% | $4,645-80.8% |