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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 | $11,698 | $81,358-85.6% | $155,556-92.5% | $80,959-85.6% |
| Participation rate | 36.5% | 66.3%-29.8pp | 78.2%-41.8pp | 67.7%-31.2pp |
| Annual return | 15.76% | 33.39%-17.6pp | 64.84%-49.1pp | 35.67%-19.9pp |
| Employer contribution / active EE | $785 | $3,106-74.7% | $4,675-83.2% | $2,757-71.5% |
| Participant deferral / active EE | $1,624 | $3,455-53.0% | $5,631-71.2% | $4,300-62.2% |
| Admin fee / account holder | $486 | $7,994-93.9% | $15,885-96.9% | $6,925-93.0% |