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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 | $11,895 | $73,107-83.7% | $114,563-89.6% | $87,485-86.4% |
| Participation rate | 35.8% | 65.8%-29.9pp | 72.9%-37.1pp | 68.9%-33.1pp |
| Annual return | 16.48% | 19.47%-3.0pp | 241.09%-224.6pp | 26.06%-9.6pp |
| Employer contribution / active EE | $438 | $1,881-76.7% | $2,592-83.1% | $2,596-83.1% |
| Participant deferral / active EE | $1,164 | $3,144-63.0% | $4,142-71.9% | $4,274-72.8% |
| Admin fee / account holder | $383 | $5,770-93.4% | $7,623-95.0% | $7,775-95.1% |