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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 | $13,958 | $115,225-87.9% | $100,712-86.1% | $138,895-90.0% |
| Participation rate | 36.4% | 74.3%-38.0pp | 69.3%-32.9pp | 79.9%-43.6pp |
| Annual return | 29.72% | 40.35%-10.6pp | 33.27%-3.6pp | 145.39%-115.7pp |
| Employer contribution / active EE | $1,037 | $2,771-62.6% | $2,313-55.2% | $4,194-75.3% |
| Participant deferral / active EE | $2,480 | $4,699-47.2% | $4,085-39.3% | $6,396-61.2% |
| Admin fee / account holder | $577 | $10,844-94.7% | $9,256-93.8% | $12,562-95.4% |