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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 | $13,533 | $151,427-91.1% | $112,860-88.0% | $154,746-91.3% |
| Participation rate | 47.8% | 69.1%-21.3pp | 66.3%-18.5pp | 80.7%-32.9pp |
| Annual return | 25.39% | 30.95%-5.6pp | 35.26%-9.9pp | 172.34%-147.0pp |
| Employer contribution / active EE | $627 | $2,750-77.2% | $2,206-71.6% | $4,379-85.7% |
| Participant deferral / active EE | $1,248 | $4,285-70.9% | $3,493-64.3% | $6,730-81.5% |
| Admin fee / account holder | $599 | $7,369-91.9% | $6,841-91.2% | $14,365-95.8% |