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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 | $9,858 | $76,407-87.1% | $150,298-93.4% | $82,448-88.0% |
| Participation rate | 35.6% | 66.4%-30.8pp | 77.8%-42.1pp | 68.1%-32.4pp |
| Annual return | 14.07% | 39.99%-25.9pp | 62.79%-48.7pp | 41.64%-27.6pp |
| Employer contribution / active EE | $443 | $2,614-83.1% | $4,154-89.3% | $2,551-82.6% |
| Participant deferral / active EE | $1,185 | $3,214-63.1% | $5,453-78.3% | $4,139-71.4% |
| Admin fee / account holder | $1,873 | $6,352-70.5% | $14,116-86.7% | $7,234-74.1% |