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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 | $10,956 | $81,358-86.5% | $155,556-93.0% | $80,959-86.5% |
| Participation rate | 35.1% | 66.3%-31.2pp | 78.2%-43.1pp | 67.7%-32.6pp |
| Annual return | 22.81% | 33.39%-10.6pp | 64.84%-42.0pp | 35.67%-12.9pp |
| Employer contribution / active EE | $662 | $3,106-78.7% | $4,675-85.8% | $2,757-76.0% |
| Participant deferral / active EE | $1,156 | $3,455-66.6% | $5,631-79.5% | $4,300-73.1% |
| Admin fee / account holder | $516 | $7,994-93.5% | $15,885-96.7% | $6,925-92.5% |