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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 | $76,407-86.8% | $150,298-93.3% | $82,448-87.7% |
| Participation rate | 34.1% | 66.4%-32.3pp | 77.8%-43.7pp | 68.1%-34.0pp |
| Annual return | 21.38% | 39.99%-18.6pp | 62.79%-41.4pp | 41.64%-20.3pp |
| Employer contribution / active EE | $623 | $2,614-76.2% | $4,154-85.0% | $2,551-75.6% |
| Participant deferral / active EE | $1,093 | $3,214-66.0% | $5,453-80.0% | $4,139-73.6% |
| Admin fee / account holder | $1,866 | $6,352-70.6% | $14,116-86.8% | $7,234-74.2% |