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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 | $18,477 | $103,949-82.2% | $69,182-73.3% | $273,972-93.3% |
| Participation rate | 63.2% | 67.4%-4.2pp | 55.1%+8.0pp | 83.0%-19.9pp |
| Annual return | 8.00% | 35.28%-27.3pp | -21.93%+29.9pp | 41.46%-33.5pp |
| Employer contribution / active EE | $748 | $1,783-58.0% | $1,206-38.0% | $4,869-84.6% |
| Participant deferral / active EE | $872 | $2,716-67.9% | $1,897-54.0% | $5,287-83.5% |
| Admin fee / account holder | $880 | $3,671-76.0% | $2,697-67.4% | $10,133-91.3% |