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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 | $12,379 | $111,814-88.9% | $103,378-88.0% | $145,978-91.5% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 12.04% | 24.80%-12.8pp | 24.91%-12.9pp | 550.52%-538.5pp |
| Employer contribution / active EE | $2,478 | $4,215-41.2% | $3,870-36.0% | $4,662-46.8% |
| Participant deferral / active EE | $4,258 | $5,618-24.2% | $5,058-15.8% | $6,690-36.3% |
| Admin fee / account holder | $1,251 | $9,764-87.2% | $8,401-85.1% | $13,400-90.7% |