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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 | $9,640 | $61,125-84.2% | $94,057-89.8% | $87,485-89.0% |
| Participation rate | 24.0% | 64.1%-40.1pp | 73.3%-49.3pp | 68.9%-44.9pp |
| Annual return | 22.69% | 35.20%-12.5pp | 480.62%-457.9pp | 26.06%-3.4pp |
| Employer contribution / active EE | $622 | $2,136-70.9% | $2,933-78.8% | $2,596-76.0% |
| Participant deferral / active EE | $1,116 | $3,260-65.8% | $4,709-76.3% | $4,274-73.9% |
| Admin fee / account holder | $398 | $5,629-92.9% | $7,244-94.5% | $7,775-94.9% |