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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 | $16,883 | $103,164-83.6% | $90,259-81.3% | $154,746-89.1% |
| Participation rate | 68.8% | 76.1%-7.3pp | 70.7%-2.0pp | 80.7%-12.0pp |
| Annual return | 11.61% | 19.25%-7.6pp | 18.88%-7.3pp | 172.34%-160.7pp |
| Employer contribution / active EE | $808 | $2,532-68.1% | $2,291-64.8% | $4,379-81.6% |
| Participant deferral / active EE | $1,431 | $4,422-67.6% | $3,827-62.6% | $6,730-78.7% |
| Admin fee / account holder | $1,241 | $8,593-85.6% | $7,267-82.9% | $14,365-91.4% |