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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 | $12,248 | $54,763-77.6% | $90,324-86.4% | $72,976-83.2% |
| Participation rate | 53.6% | 65.2%-11.5pp | 73.3%-19.7pp | 69.5%-15.9pp |
| Annual return | 16.83% | 30.63%-13.8pp | 78.15%-61.3pp | 81.02%-64.2pp |
| Employer contribution / active EE | $620 | $2,093-70.4% | $2,856-78.3% | $2,440-74.6% |
| Participant deferral / active EE | $1,320 | $2,887-54.3% | $3,885-66.0% | $3,608-63.4% |
| Admin fee / account holder | $6,112 | $3,973+53.8% | $5,356+14.1% | $5,124+19.3% |