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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 | $9,178 | $97,125-90.6% | $86,233-89.4% | $137,256-93.3% |
| Participation rate | 39.1% | 74.2%-35.1pp | 69.0%-29.9pp | 80.0%-40.8pp |
| Annual return | 35.76% | 74.19%-38.4pp | 61.39%-25.6pp | 220.34%-184.6pp |
| Employer contribution / active EE | $343 | $2,841-87.9% | $2,504-86.3% | $4,156-91.7% |
| Participant deferral / active EE | $1,809 | $5,180-65.1% | $4,559-60.3% | $6,407-71.8% |
| Admin fee / account holder | $1,131 | $9,725-88.4% | $8,342-86.4% | $12,270-90.8% |