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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 | $9,477 | $75,541-87.5% | $152,093-93.8% | $82,637-88.5% |
| Participation rate | 55.6% | 66.5%-11.0pp | 77.8%-22.2pp | 68.1%-12.5pp |
| Annual return | 23.75% | 32.56%-8.8pp | 66.36%-42.6pp | 53.51%-29.8pp |
| Employer contribution / active EE | $574 | $2,622-78.1% | $4,175-86.2% | $2,552-77.5% |
| Participant deferral / active EE | $857 | $3,206-73.3% | $5,451-84.3% | $4,126-79.2% |
| Admin fee / account holder | $717 | $6,405-88.8% | $14,497-95.1% | $7,339-90.2% |