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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 | $19,610 | $126,661-84.5% | $113,397-82.7% | $138,895-85.9% |
| Participation rate | 68.4% | 79.4%-11.0pp | 76.5%-8.1pp | 79.9%-11.5pp |
| Annual return | 16.11% | 25.05%-8.9pp | 23.20%-7.1pp | 145.39%-129.3pp |
| Employer contribution / active EE | $1,218 | $3,456-64.8% | $2,977-59.1% | $4,194-71.0% |
| Participant deferral / active EE | $2,158 | $5,693-62.1% | $5,076-57.5% | $6,396-66.3% |
| Admin fee / account holder | $873 | $14,549-94.0% | $11,957-92.7% | $12,562-93.1% |