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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 | $10,765 | $112,729-90.5% | $98,716-89.1% | $137,256-92.2% |
| Participation rate | 35.0% | 74.2%-39.2pp | 69.3%-34.3pp | 80.0%-45.0pp |
| Annual return | 12.34% | 38.48%-26.1pp | 31.81%-19.5pp | 220.34%-208.0pp |
| Employer contribution / active EE | $699 | $2,725-74.4% | $2,279-69.3% | $4,156-83.2% |
| Participant deferral / active EE | $1,161 | $4,640-75.0% | $4,048-71.3% | $6,407-81.9% |
| Admin fee / account holder | $1,186 | $10,129-88.3% | $8,703-86.4% | $12,270-90.3% |