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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 | $15,123 | $64,462-76.5% | $81,482-81.4% | $80,911-81.3% |
| Participation rate | 60.0% | 63.9%-3.9pp | 69.5%-9.5pp | 67.6%-7.6pp |
| Annual return | 15.51% | 16.35%-0.8pp | 24.79%-9.3pp | 35.63%-20.1pp |
| Employer contribution / active EE | $834 | $1,979-57.9% | $2,463-66.2% | $2,756-69.8% |
| Participant deferral / active EE | $1,398 | $3,094-54.8% | $3,885-64.0% | $4,297-67.5% |
| Admin fee / account holder | $1,172 | $5,678-79.3% | $5,761-79.6% | $6,935-83.1% |