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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 | $14,239 | $81,331-82.5% | $155,534-90.8% | $80,935-82.4% |
| Participation rate | 60.4% | 66.3%-5.9pp | 78.2%-17.8pp | 67.7%-7.3pp |
| Annual return | 10.79% | 33.37%-22.6pp | 64.92%-54.1pp | 35.66%-24.9pp |
| Employer contribution / active EE | $1,068 | $3,105-65.6% | $4,675-77.2% | $2,757-61.3% |
| Participant deferral / active EE | $2,569 | $3,454-25.6% | $5,630-54.4% | $4,299-40.3% |
| Admin fee / account holder | $1,029 | $7,999-87.1% | $15,900-93.5% | $6,924-85.1% |