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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 | $10,627 | $81,331-86.9% | $155,534-93.2% | $80,935-86.9% |
| Participation rate | 33.3% | 66.3%-32.9pp | 78.2%-44.9pp | 67.7%-34.3pp |
| Annual return | 40.74% | 33.37%+7.4pp | 64.92%-24.2pp | 35.66%+5.1pp |
| Employer contribution / active EE | $791 | $3,105-74.5% | $4,675-83.1% | $2,757-71.3% |
| Participant deferral / active EE | $1,110 | $3,454-67.9% | $5,630-80.3% | $4,299-74.2% |
| Admin fee / account holder | $629 | $7,999-92.1% | $15,900-96.0% | $6,924-90.9% |