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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 | $9,878 | $57,140-82.7% | $85,240-88.4% | $80,959-87.8% |
| Participation rate | 43.3% | 56.4%-13.1pp | 67.5%-24.2pp | 67.7%-24.3pp |
| Annual return | 12.52% | 21.71%-9.2pp | 66.75%-54.2pp | 35.67%-23.1pp |
| Employer contribution / active EE | $493 | $1,802-72.6% | $2,735-82.0% | $2,757-82.1% |
| Participant deferral / active EE | $2,141 | $3,115-31.3% | $4,527-52.7% | $4,300-50.2% |
| Admin fee / account holder | $1,138 | $4,992-77.2% | $6,165-81.5% | $6,925-83.6% |