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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 | $16,753 | $85,024-80.3% | $70,544-76.3% | $139,466-88.0% |
| Participation rate | 61.1% | 73.9%-12.8pp | 68.4%-7.2pp | 80.3%-19.2pp |
| Annual return | 12.21% | 30.39%-18.2pp | 32.79%-20.6pp | 373.66%-361.5pp |
| Employer contribution / active EE | $1,016 | $3,912-74.0% | $2,976-65.8% | $4,754-78.6% |
| Participant deferral / active EE | $1,265 | $5,891-78.5% | $4,568-72.3% | $6,712-81.2% |
| Admin fee / account holder | $3,731 | $8,928-58.2% | $6,427-42.0% | $11,409-67.3% |