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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 | $13,964 | $54,757-74.5% | $90,304-84.5% | $72,975-80.9% |
| Participation rate | 64.3% | 65.2%-0.9pp | 73.3%-9.0pp | 69.5%-5.2pp |
| Annual return | 16.40% | 30.63%-14.2pp | 78.13%-61.7pp | 81.01%-64.6pp |
| Employer contribution / active EE | $262 | $2,093-87.5% | $2,855-90.8% | $2,440-89.2% |
| Participant deferral / active EE | $893 | $2,887-69.1% | $3,885-77.0% | $3,608-75.3% |
| Admin fee / account holder | $457 | $3,973-88.5% | $5,354-91.5% | $5,124-91.1% |