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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 | $12,616 | $110,303-88.6% | $95,759-86.8% | $139,487-91.0% |
| Participation rate | 60.0% | 75.7%-15.7pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 18.77% | 27.19%-8.4pp | 28.42%-9.6pp | 373.84%-355.1pp |
| Employer contribution / active EE | $1,442 | $3,261-55.8% | $2,836-49.2% | $4,755-69.7% |
| Participant deferral / active EE | $2,444 | $4,674-47.7% | $4,244-42.4% | $6,713-63.6% |
| Admin fee / account holder | $790 | $6,615-88.1% | $5,678-86.1% | $11,407-93.1% |