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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 | $9,664 | $76,407-87.4% | $150,298-93.6% | $82,448-88.3% |
| Participation rate | 32.8% | 66.4%-33.6pp | 77.8%-45.0pp | 68.1%-35.3pp |
| Annual return | 46.78% | 39.99%+6.8pp | 62.79%-16.0pp | 41.64%+5.1pp |
| Employer contribution / active EE | $710 | $2,614-72.9% | $4,154-82.9% | $2,551-72.2% |
| Participant deferral / active EE | $1,423 | $3,214-55.7% | $5,453-73.9% | $4,139-65.6% |
| Admin fee / account holder | $737 | $6,352-88.4% | $14,116-94.8% | $7,234-89.8% |