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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 | $10,222 | $76,407-86.6% | $150,298-93.2% | $82,448-87.6% |
| Participation rate | 36.8% | 66.4%-29.6pp | 77.8%-40.9pp | 68.1%-31.2pp |
| Annual return | 29.20% | 39.99%-10.8pp | 62.79%-33.6pp | 41.64%-12.4pp |
| Employer contribution / active EE | $541 | $2,614-79.3% | $4,154-87.0% | $2,551-78.8% |
| Participant deferral / active EE | $1,142 | $3,214-64.5% | $5,453-79.1% | $4,139-72.4% |
| Admin fee / account holder | $519 | $6,352-91.8% | $14,116-96.3% | $7,234-92.8% |