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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 | $16,631 | $94,439-82.4% | $73,658-77.4% | $154,746-89.3% |
| Participation rate | 61.5% | 64.7%-3.1pp | 57.0%+4.5pp | 80.7%-19.2pp |
| Annual return | 5.64% | 28.25%-22.6pp | 29.72%-24.1pp | 172.34%-166.7pp |
| Employer contribution / active EE | $497 | $1,257-60.4% | $1,032-51.8% | $4,379-88.6% |
| Participant deferral / active EE | $1,766 | $2,527-30.1% | $2,062-14.4% | $6,730-73.8% |
| Admin fee / account holder | $1,043 | $3,843-72.9% | $3,357-68.9% | $14,365-92.7% |