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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 | $18,007 | $81,331-77.9% | $155,534-88.4% | $80,935-77.8% |
| Participation rate | 57.4% | 66.3%-8.9pp | 78.2%-20.8pp | 67.7%-10.3pp |
| Annual return | 10.86% | 33.37%-22.5pp | 64.92%-54.1pp | 35.66%-24.8pp |
| Employer contribution / active EE | $916 | $3,105-70.5% | $4,675-80.4% | $2,757-66.8% |
| Participant deferral / active EE | $2,148 | $3,454-37.8% | $5,630-61.9% | $4,299-50.0% |
| Admin fee / account holder | $398 | $7,999-95.0% | $15,900-97.5% | $6,924-94.3% |