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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 | $9,335 | $76,407-87.8% | $150,298-93.8% | $82,448-88.7% |
| Participation rate | 48.6% | 66.4%-17.8pp | 77.8%-29.2pp | 68.1%-19.5pp |
| Annual return | 14.92% | 39.99%-25.1pp | 62.79%-47.9pp | 41.64%-26.7pp |
| Employer contribution / active EE | $379 | $2,614-85.5% | $4,154-90.9% | $2,551-85.1% |
| Participant deferral / active EE | $1,011 | $3,214-68.6% | $5,453-81.5% | $4,139-75.6% |
| Admin fee / account holder | $669 | $6,352-89.5% | $14,116-95.3% | $7,234-90.8% |