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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 | $1,991 | $22,602-91.2% | $65,566-97.0% | $75,173-97.4% |
| Participation rate | 46.7% | 63.1%-16.4pp | 64.9%-18.3pp | 67.2%-20.5pp |
| Annual return | 21.84% | 71.13%-49.3pp | 47.40%-25.6pp | 160.72%-138.9pp |
| Employer contribution / active EE | $409 | $941-56.6% | $1,692-75.9% | $2,671-84.7% |
| Participant deferral / active EE | $953 | $1,695-43.8% | $2,832-66.3% | $4,126-76.9% |
| Admin fee / account holder | $761 | $1,877-59.5% | $4,114-81.5% | $5,651-86.5% |