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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 | $12,865 | $102,938-87.5% | $94,105-86.3% | $138,895-90.7% |
| Participation rate | 62.5% | 74.6%-12.1pp | 71.9%-9.4pp | 79.9%-17.4pp |
| Annual return | 16.19% | 250.28%-234.1pp | 204.55%-188.4pp | 145.39%-129.2pp |
| Employer contribution / active EE | $791 | $2,732-71.0% | $2,504-68.4% | $4,194-81.1% |
| Participant deferral / active EE | $1,721 | $4,196-59.0% | $3,881-55.7% | $6,396-73.1% |
| Admin fee / account holder | $1,317 | $6,600-80.1% | $6,199-78.8% | $12,562-89.5% |