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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 | $10,706 | $94,439-88.7% | $73,658-85.5% | $154,746-93.1% |
| Participation rate | 63.2% | 64.7%-1.5pp | 57.0%+6.1pp | 80.7%-17.5pp |
| Annual return | 19.69% | 28.25%-8.6pp | 29.72%-10.0pp | 172.34%-152.6pp |
| Employer contribution / active EE | $731 | $1,257-41.8% | $1,032-29.2% | $4,379-83.3% |
| Participant deferral / active EE | $1,313 | $2,527-48.0% | $2,062-36.3% | $6,730-80.5% |
| Admin fee / account holder | $1,195 | $3,843-68.9% | $3,357-64.4% | $14,365-91.7% |