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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 | $12,770 | $100,970-87.4% | $96,576-86.8% | $137,256-90.7% |
| Participation rate | 63.6% | 82.6%-19.0pp | 81.4%-17.8pp | 80.0%-16.3pp |
| Annual return | 13.42% | 38.16%-24.7pp | 38.47%-25.1pp | 220.34%-206.9pp |
| Employer contribution / active EE | $609 | $3,809-84.0% | $3,553-82.9% | $4,156-85.4% |
| Participant deferral / active EE | $5,179 | $8,286-37.5% | $7,956-34.9% | $6,407-19.2% |
| Admin fee / account holder | $3,203 | $11,312-71.7% | $11,381-71.9% | $12,270-73.9% |