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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 | $11,567 | $77,920-85.2% | $149,723-92.3% | $75,177-84.6% |
| Participation rate | 38.2% | 65.6%-27.4pp | 78.8%-40.6pp | 67.2%-29.0pp |
| Annual return | 19.52% | 31.72%-12.2pp | 134.50%-115.0pp | 160.75%-141.2pp |
| Employer contribution / active EE | $778 | $3,138-75.2% | $4,821-83.9% | $2,671-70.9% |
| Participant deferral / active EE | $1,278 | $3,411-62.5% | $5,682-77.5% | $4,126-69.0% |
| Admin fee / account holder | $1,896 | $5,951-68.1% | $13,215-85.7% | $5,651-66.4% |