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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 | $10,329 | $31,105-66.8% | $53,647-80.7% | $64,097-83.9% |
| Participation rate | 30.4% | 30.7%-0.3pp | 56.3%-25.9pp | 55.2%-24.8pp |
| Annual return | 14.57% | 22.54%-8.0pp | 358.33%-343.8pp | 34.64%-20.1pp |
| Employer contribution / active EE | $267 | $441-39.4% | $962-72.3% | $1,891-85.9% |
| Participant deferral / active EE | $954 | $896+6.4% | $1,813-47.4% | $3,080-69.0% |
| Admin fee / account holder | $4,050 | $2,195+84.5% | $2,460+64.6% | $3,454+17.2% |