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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 | $11,306 | $65,712-82.8% | $57,196-80.2% | $273,972-95.9% |
| Participation rate | 10.0% | 78.3%-68.3pp | 75.3%-65.3pp | 83.0%-73.0pp |
| Annual return | 8.65% | 22.01%-13.4pp | 14.59%-5.9pp | 41.46%-32.8pp |
| Employer contribution / active EE | $317 | $3,280-90.3% | $2,683-88.2% | $4,869-93.5% |
| Participant deferral / active EE | $1,365 | $3,782-63.9% | $3,096-55.9% | $5,287-74.2% |
| Admin fee / account holder | $1,135 | $4,838-76.5% | $3,141-63.9% | $10,133-88.8% |