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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 | $12,774 | $49,024-73.9% | $112,860-88.7% | $87,485-85.4% |
| Participation rate | 56.3% | 62.2%-5.8pp | 66.3%-10.0pp | 68.9%-12.6pp |
| Annual return | 23.31% | 43.86%-20.5pp | 35.26%-11.9pp | 26.06%-2.7pp |
| Employer contribution / active EE | $1,200 | $1,290-7.0% | $2,206-45.6% | $2,596-53.8% |
| Participant deferral / active EE | $2,212 | $2,209+0.1% | $3,493-36.7% | $4,274-48.2% |
| Admin fee / account holder | $583 | $6,266-90.7% | $6,841-91.5% | $7,775-92.5% |