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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 | $102,245-83.5% | $89,340-81.1% | $137,256-87.7% |
| Participation rate | 68.8% | 74.9%-6.1pp | 69.6%-0.8pp | 80.0%-11.2pp |
| Annual return | 11.61% | 21.89%-10.3pp | 20.57%-9.0pp | 220.34%-208.7pp |
| Employer contribution / active EE | $808 | $2,529-68.1% | $2,231-63.8% | $4,156-80.6% |
| Participant deferral / active EE | $1,431 | $4,436-67.7% | $3,823-62.6% | $6,407-77.7% |
| Admin fee / account holder | $1,241 | $8,085-84.7% | $6,704-81.5% | $12,270-89.9% |