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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 | $9,134 | $63,354-85.6% | $94,105-90.3% | $82,637-88.9% |
| Participation rate | 58.1% | 63.8%-5.8pp | 71.9%-13.9pp | 68.1%-10.0pp |
| Annual return | 23.28% | 34.36%-11.1pp | 204.55%-181.3pp | 53.51%-30.2pp |
| Employer contribution / active EE | $641 | $1,760-63.6% | $2,504-74.4% | $2,552-74.9% |
| Participant deferral / active EE | $903 | $2,873-68.6% | $3,881-76.7% | $4,126-78.1% |
| Admin fee / account holder | $1,238 | $5,073-75.6% | $6,199-80.0% | $7,339-83.1% |