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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 | $102,609-87.6% | $98,090-87.0% | $138,895-90.8% |
| Participation rate | 63.6% | 82.8%-19.1pp | 81.5%-17.9pp | 79.9%-16.3pp |
| Annual return | 13.42% | 36.44%-23.0pp | 37.05%-23.6pp | 145.39%-132.0pp |
| Employer contribution / active EE | $609 | $3,867-84.3% | $3,606-83.1% | $4,194-85.5% |
| Participant deferral / active EE | $5,179 | $8,167-36.6% | $7,845-34.0% | $6,396-19.0% |
| Admin fee / account holder | $3,203 | $11,434-72.0% | $11,815-72.9% | $12,562-74.5% |