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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 | $12,965 | $57,140-77.3% | $85,240-84.8% | $80,959-84.0% |
| Participation rate | 63.3% | 56.4%+6.9pp | 67.5%-4.3pp | 67.7%-4.4pp |
| Annual return | 11.03% | 21.71%-10.7pp | 66.75%-55.7pp | 35.67%-24.6pp |
| Employer contribution / active EE | $1,055 | $1,802-41.5% | $2,735-61.4% | $2,757-61.7% |
| Participant deferral / active EE | $3,123 | $3,115+0.3% | $4,527-31.0% | $4,300-27.4% |
| Admin fee / account holder | $2,019 | $4,992-59.6% | $6,165-67.3% | $6,925-70.9% |