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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 | $9,302 | $60,442-84.6% | $96,754-90.4% | $87,485-89.4% |
| Participation rate | 32.1% | 58.7%-26.6pp | 70.3%-38.2pp | 68.9%-36.9pp |
| Annual return | 17.56% | 21.97%-4.4pp | 82.04%-64.5pp | 26.06%-8.5pp |
| Employer contribution / active EE | $719 | $1,691-57.5% | $2,679-73.2% | $2,596-72.3% |
| Participant deferral / active EE | $1,307 | $3,280-60.1% | $4,758-72.5% | $4,274-69.4% |
| Admin fee / account holder | $1,188 | $5,069-76.6% | $8,905-86.7% | $7,775-84.7% |