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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 | $57,061-82.7% | $85,063-88.4% | $80,911-87.8% |
| Participation rate | 43.3% | 56.3%-13.0pp | 67.5%-24.2pp | 67.6%-24.3pp |
| Annual return | 12.52% | 21.66%-9.1pp | 66.54%-54.0pp | 35.63%-23.1pp |
| Employer contribution / active EE | $493 | $1,799-72.6% | $2,727-81.9% | $2,756-82.1% |
| Participant deferral / active EE | $2,141 | $3,110-31.2% | $4,523-52.7% | $4,297-50.2% |
| Admin fee / account holder | $1,138 | $4,986-77.2% | $6,155-81.5% | $6,935-83.6% |