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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 | $11,277 | $81,331-86.1% | $155,534-92.7% | $80,935-86.1% |
| Participation rate | 56.3% | 66.3%-10.0pp | 78.2%-22.0pp | 67.7%-11.4pp |
| Annual return | 11.18% | 33.37%-22.2pp | 64.92%-53.7pp | 35.66%-24.5pp |
| Employer contribution / active EE | $720 | $3,105-76.8% | $4,675-84.6% | $2,757-73.9% |
| Participant deferral / active EE | $2,059 | $3,454-40.4% | $5,630-63.4% | $4,299-52.1% |
| Admin fee / account holder | $596 | $7,999-92.6% | $15,900-96.3% | $6,924-91.4% |