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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 | $11,301 | $81,331-86.1% | $155,534-92.7% | $80,935-86.0% |
| Participation rate | 36.2% | 66.3%-30.1pp | 78.2%-42.0pp | 67.7%-31.5pp |
| Annual return | 18.70% | 33.37%-14.7pp | 64.92%-46.2pp | 35.66%-17.0pp |
| Employer contribution / active EE | $993 | $3,105-68.0% | $4,675-78.8% | $2,757-64.0% |
| Participant deferral / active EE | $1,231 | $3,454-64.4% | $5,630-78.1% | $4,299-71.4% |
| Admin fee / account holder | $551 | $7,999-93.1% | $15,900-96.5% | $6,924-92.0% |