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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 | $10,385 | $81,262-87.2% | $155,602-93.3% | $80,911-87.2% |
| Participation rate | 68.0% | 66.2%+1.8pp | 78.2%-10.2pp | 67.6%+0.4pp |
| Annual return | 16.21% | 33.34%-17.1pp | 64.81%-48.6pp | 35.63%-19.4pp |
| Employer contribution / active EE | $1,016 | $3,102-67.3% | $4,675-78.3% | $2,756-63.1% |
| Participant deferral / active EE | $1,905 | $3,451-44.8% | $5,629-66.2% | $4,297-55.7% |
| Admin fee / account holder | $936 | $7,992-88.3% | $15,923-94.1% | $6,935-86.5% |