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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 | $12,393 | $44,746-72.3% | $88,179-85.9% | $64,097-80.7% |
| Participation rate | 36.6% | 39.8%-3.2pp | 69.1%-32.5pp | 55.2%-18.6pp |
| Annual return | 25.01% | 24.70%+0.3pp | 64.97%-40.0pp | 34.64%-9.6pp |
| Employer contribution / active EE | $652 | $1,078-39.5% | $2,549-74.4% | $1,891-65.6% |
| Participant deferral / active EE | $761 | $2,072-63.3% | $4,614-83.5% | $3,080-75.3% |
| Admin fee / account holder | $558 | $3,437-83.8% | $7,673-92.7% | $3,454-83.8% |