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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 | $14,994 | $100,901-85.1% | $75,501-80.1% | $147,586-89.8% |
| Participation rate | 64.3% | 77.1%-12.8pp | 72.4%-8.1pp | 82.8%-18.5pp |
| Annual return | 18.89% | 35.78%-16.9pp | 27.35%-8.5pp | 578.59%-559.7pp |
| Employer contribution / active EE | $873 | $3,253-73.2% | $2,352-62.9% | $4,876-82.1% |
| Participant deferral / active EE | $3,150 | $4,027-21.8% | $3,142+0.3% | $5,439-42.1% |
| Admin fee / account holder | $504 | $11,285-95.5% | $5,801-91.3% | $10,886-95.4% |