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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 | $11,603 | $77,814-85.1% | $158,223-92.7% | $86,983-86.7% |
| Participation rate | 41.4% | 68.4%-27.0pp | 79.2%-37.8pp | 69.5%-28.1pp |
| Annual return | 20.32% | 30.54%-10.2pp | 52.09%-31.8pp | 25.83%-5.5pp |
| Employer contribution / active EE | $681 | $2,592-73.7% | $4,109-83.4% | $2,584-73.6% |
| Participant deferral / active EE | $1,056 | $3,270-67.7% | $5,467-80.7% | $4,194-74.8% |
| Admin fee / account holder | $1,355 | $5,879-77.0% | $16,047-91.6% | $7,856-82.8% |