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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 | $108,882-91.6% | $96,754-90.5% | $154,746-94.1% |
| Participation rate | 39.1% | 75.1%-36.0pp | 70.3%-31.1pp | 80.7%-41.6pp |
| Annual return | 35.76% | 98.39%-62.6pp | 82.04%-46.3pp | 172.34%-136.6pp |
| Employer contribution / active EE | $343 | $3,018-88.6% | $2,679-87.2% | $4,379-92.2% |
| Participant deferral / active EE | $1,809 | $5,323-66.0% | $4,758-62.0% | $6,730-73.1% |
| Admin fee / account holder | $1,131 | $10,200-88.9% | $8,905-87.3% | $14,365-92.1% |