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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 | $7,846 | $76,407-89.7% | $150,298-94.8% | $82,448-90.5% |
| Participation rate | 63.6% | 66.4%-2.8pp | 77.8%-14.1pp | 68.1%-4.4pp |
| Annual return | 22.56% | 39.99%-17.4pp | 62.79%-40.2pp | 41.64%-19.1pp |
| Employer contribution / active EE | $625 | $2,614-76.1% | $4,154-85.0% | $2,551-75.5% |
| Participant deferral / active EE | $1,352 | $3,214-58.0% | $5,453-75.2% | $4,139-67.3% |
| Admin fee / account holder | $445 | $6,352-93.0% | $14,116-96.9% | $7,234-93.9% |