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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 | $10,100 | $77,814-87.0% | $158,223-93.6% | $86,983-88.4% |
| Participation rate | 34.1% | 68.4%-34.3pp | 79.2%-45.1pp | 69.5%-35.5pp |
| Annual return | 21.38% | 30.54%-9.2pp | 52.09%-30.7pp | 25.83%-4.4pp |
| Employer contribution / active EE | $623 | $2,592-76.0% | $4,109-84.8% | $2,584-75.9% |
| Participant deferral / active EE | $1,093 | $3,270-66.6% | $5,467-80.0% | $4,194-73.9% |
| Admin fee / account holder | $1,866 | $5,879-68.3% | $16,047-88.4% | $7,856-76.3% |