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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 | $16,234 | $81,358-80.0% | $155,556-89.6% | $80,959-79.9% |
| Participation rate | 68.6% | 66.3%+2.3pp | 78.2%-9.7pp | 67.7%+0.9pp |
| Annual return | 11.22% | 33.39%-22.2pp | 64.84%-53.6pp | 35.67%-24.5pp |
| Employer contribution / active EE | $1,360 | $3,106-56.2% | $4,675-70.9% | $2,757-50.7% |
| Participant deferral / active EE | $3,069 | $3,455-11.2% | $5,631-45.5% | $4,300-28.6% |
| Admin fee / account holder | $487 | $7,994-93.9% | $15,885-96.9% | $6,925-93.0% |