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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 | $81,276-86.5% | $155,574-93.0% | $80,925-86.5% |
| Participation rate | 35.1% | 66.2%-31.2pp | 78.2%-43.1pp | 67.7%-32.6pp |
| Annual return | 22.81% | 33.36%-10.5pp | 64.87%-42.1pp | 35.65%-12.8pp |
| Employer contribution / active EE | $662 | $3,103-78.7% | $4,676-85.8% | $2,756-76.0% |
| Participant deferral / active EE | $1,156 | $3,453-66.5% | $5,629-79.5% | $4,299-73.1% |
| Admin fee / account holder | $516 | $7,993-93.5% | $15,914-96.8% | $6,940-92.6% |