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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 | $16,029 | $93,064-82.8% | $74,577-78.5% | $273,972-94.1% |
| Participation rate | 66.7% | 74.9%-8.3pp | 68.1%-1.4pp | 83.0%-16.3pp |
| Annual return | 6.77% | 26.18%-19.4pp | 20.47%-13.7pp | 41.46%-34.7pp |
| Employer contribution / active EE | $1,072 | $3,160-66.1% | $2,525-57.6% | $4,869-78.0% |
| Participant deferral / active EE | $2,610 | $4,160-37.3% | $3,458-24.5% | $5,287-50.6% |
| Admin fee / account holder | $10,679 | $5,273+102.5% | $4,138+158.1% | $10,133+5.4% |