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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 | $8,831 | $76,407-88.4% | $150,298-94.1% | $82,448-89.3% |
| Participation rate | 56.0% | 66.4%-10.4pp | 77.8%-21.8pp | 68.1%-12.1pp |
| Annual return | 24.72% | 39.99%-15.3pp | 62.79%-38.1pp | 41.64%-16.9pp |
| Employer contribution / active EE | $415 | $2,614-84.1% | $4,154-90.0% | $2,551-83.7% |
| Participant deferral / active EE | $1,407 | $3,214-56.2% | $5,453-74.2% | $4,139-66.0% |
| Admin fee / account holder | $1,065 | $6,352-83.2% | $14,116-92.5% | $7,234-85.3% |