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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 | $11,640 | $81,276-85.7% | $155,574-92.5% | $80,925-85.6% |
| Participation rate | 60.0% | 66.2%-6.2pp | 78.2%-18.2pp | 67.7%-7.7pp |
| Annual return | 16.32% | 33.36%-17.0pp | 64.87%-48.5pp | 35.65%-19.3pp |
| Employer contribution / active EE | $1,307 | $3,103-57.9% | $4,676-72.0% | $2,756-52.6% |
| Participant deferral / active EE | $2,030 | $3,453-41.2% | $5,629-63.9% | $4,299-52.8% |
| Admin fee / account holder | $4,871 | $7,993-39.1% | $15,914-69.4% | $6,940-29.8% |