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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 | $9,567 | $81,358-88.2% | $155,556-93.8% | $80,959-88.2% |
| Participation rate | 44.7% | 66.3%-21.6pp | 78.2%-33.5pp | 67.7%-23.0pp |
| Annual return | 20.35% | 33.39%-13.0pp | 64.84%-44.5pp | 35.67%-15.3pp |
| Employer contribution / active EE | $908 | $3,106-70.8% | $4,675-80.6% | $2,757-67.1% |
| Participant deferral / active EE | $2,046 | $3,455-40.8% | $5,631-63.7% | $4,300-52.4% |
| Admin fee / account holder | $389 | $7,994-95.1% | $15,885-97.5% | $6,925-94.4% |