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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 | $8,590 | $76,407-88.8% | $150,298-94.3% | $82,448-89.6% |
| Participation rate | 55.6% | 66.4%-10.8pp | 77.8%-22.2pp | 68.1%-12.5pp |
| Annual return | 21.56% | 39.99%-18.4pp | 62.79%-41.2pp | 41.64%-20.1pp |
| Employer contribution / active EE | $1,079 | $2,614-58.7% | $4,154-74.0% | $2,551-57.7% |
| Participant deferral / active EE | $1,658 | $3,214-48.4% | $5,453-69.6% | $4,139-60.0% |
| Admin fee / account holder | $1,304 | $6,352-79.5% | $14,116-90.8% | $7,234-82.0% |