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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 | $14,205 | $81,276-82.5% | $155,574-90.9% | $80,925-82.4% |
| Participation rate | 63.2% | 66.2%-3.1pp | 78.2%-15.1pp | 67.7%-4.5pp |
| Annual return | 13.75% | 33.36%-19.6pp | 64.87%-51.1pp | 35.65%-21.9pp |
| Employer contribution / active EE | $628 | $3,103-79.8% | $4,676-86.6% | $2,756-77.2% |
| Participant deferral / active EE | $1,041 | $3,453-69.8% | $5,629-81.5% | $4,299-75.8% |
| Admin fee / account holder | $827 | $7,993-89.7% | $15,914-94.8% | $6,940-88.1% |