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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 | $12,499 | $57,590-78.3% | $86,233-85.5% | $82,448-84.8% |
| Participation rate | 52.2% | 57.9%-5.6pp | 69.0%-16.8pp | 68.1%-15.8pp |
| Annual return | 20.67% | 22.41%-1.7pp | 61.39%-40.7pp | 41.64%-21.0pp |
| Employer contribution / active EE | $946 | $1,655-42.8% | $2,504-62.2% | $2,551-62.9% |
| Participant deferral / active EE | $2,712 | $3,080-11.9% | $4,559-40.5% | $4,139-34.5% |
| Admin fee / account holder | $3,396 | $4,730-28.2% | $8,342-59.3% | $7,234-53.1% |