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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 | $11,923 | $55,889-78.7% | $76,119-84.3% | $80,935-85.3% |
| Participation rate | 33.3% | 62.1%-28.7pp | 69.1%-35.7pp | 67.7%-34.3pp |
| Annual return | 14.88% | 20.58%-5.7pp | 361.25%-346.4pp | 35.66%-20.8pp |
| Employer contribution / active EE | $627 | $1,866-66.4% | $2,693-76.7% | $2,757-77.3% |
| Participant deferral / active EE | $1,096 | $3,051-64.1% | $4,259-74.3% | $4,299-74.5% |
| Admin fee / account holder | $768 | $5,241-85.3% | $6,421-88.0% | $6,924-88.9% |