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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 | $11,149 | $57,073-80.5% | $85,126-86.9% | $80,925-86.2% |
| Participation rate | 42.2% | 56.4%-14.2pp | 67.5%-25.3pp | 67.7%-25.4pp |
| Annual return | 33.92% | 21.69%+12.2pp | 66.63%-32.7pp | 35.65%-1.7pp |
| Employer contribution / active EE | $760 | $1,801-57.8% | $2,731-72.2% | $2,756-72.4% |
| Participant deferral / active EE | $1,647 | $3,113-47.1% | $4,523-63.6% | $4,299-61.7% |
| Admin fee / account holder | $754 | $4,988-84.9% | $6,160-87.8% | $6,940-89.1% |