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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 | $11,834 | $108,882-89.1% | $96,754-87.8% | $154,746-92.4% |
| Participation rate | 58.3% | 75.1%-16.7pp | 70.3%-11.9pp | 80.7%-22.4pp |
| Annual return | 10.63% | 98.39%-87.8pp | 82.04%-71.4pp | 172.34%-161.7pp |
| Employer contribution / active EE | $786 | $3,018-74.0% | $2,679-70.7% | $4,379-82.0% |
| Participant deferral / active EE | $1,197 | $5,323-77.5% | $4,758-74.8% | $6,730-82.2% |
| Admin fee / account holder | $1,261 | $10,200-87.6% | $8,905-85.8% | $14,365-91.2% |