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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 | $14,940 | $76,407-80.4% | $150,298-90.1% | $82,448-81.9% |
| Participation rate | 65.6% | 66.4%-0.8pp | 77.8%-12.1pp | 68.1%-2.4pp |
| Annual return | 15.09% | 39.99%-24.9pp | 62.79%-47.7pp | 41.64%-26.6pp |
| Employer contribution / active EE | $324 | $2,614-87.6% | $4,154-92.2% | $2,551-87.3% |
| Participant deferral / active EE | $1,707 | $3,214-46.9% | $5,453-68.7% | $4,139-58.8% |
| Admin fee / account holder | $399 | $6,352-93.7% | $14,116-97.2% | $7,234-94.5% |