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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 | $11,960 | $81,262-85.3% | $155,602-92.3% | $80,911-85.2% |
| Participation rate | 65.2% | 66.2%-1.0pp | 78.2%-13.0pp | 67.6%-2.4pp |
| Annual return | 21.18% | 33.34%-12.2pp | 64.81%-43.6pp | 35.63%-14.5pp |
| Employer contribution / active EE | $863 | $3,102-72.2% | $4,675-81.5% | $2,756-68.7% |
| Participant deferral / active EE | $2,100 | $3,451-39.1% | $5,629-62.7% | $4,297-51.1% |
| Admin fee / account holder | $528 | $7,992-93.4% | $15,923-96.7% | $6,935-92.4% |