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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 | $11,337 | $81,331-86.1% | $155,534-92.7% | $80,935-86.0% |
| Participation rate | 46.9% | 66.3%-19.3pp | 78.2%-31.3pp | 67.7%-20.7pp |
| Annual return | 14.09% | 33.37%-19.3pp | 64.92%-50.8pp | 35.66%-21.6pp |
| Employer contribution / active EE | $1,325 | $3,105-57.3% | $4,675-71.7% | $2,757-51.9% |
| Participant deferral / active EE | $2,528 | $3,454-26.8% | $5,630-55.1% | $4,299-41.2% |
| Admin fee / account holder | $818 | $7,999-89.8% | $15,900-94.9% | $6,924-88.2% |