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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 | $9,487 | $76,407-87.6% | $150,298-93.7% | $82,448-88.5% |
| Participation rate | 35.1% | 66.4%-31.3pp | 77.8%-42.6pp | 68.1%-32.9pp |
| Annual return | 24.62% | 39.99%-15.4pp | 62.79%-38.2pp | 41.64%-17.0pp |
| Employer contribution / active EE | $1,005 | $2,614-61.6% | $4,154-75.8% | $2,551-60.6% |
| Participant deferral / active EE | $1,233 | $3,214-61.6% | $5,453-77.4% | $4,139-70.2% |
| Admin fee / account holder | $452 | $6,352-92.9% | $14,116-96.8% | $7,234-93.8% |