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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 | $13,828 | $81,358-83.0% | $155,556-91.1% | $80,959-82.9% |
| Participation rate | 61.7% | 66.3%-4.6pp | 78.2%-16.5pp | 67.7%-6.0pp |
| Annual return | 13.80% | 33.39%-19.6pp | 64.84%-51.0pp | 35.67%-21.9pp |
| Employer contribution / active EE | $1,336 | $3,106-57.0% | $4,675-71.4% | $2,757-51.5% |
| Participant deferral / active EE | $2,716 | $3,455-21.4% | $5,631-51.8% | $4,300-36.8% |
| Admin fee / account holder | $1,872 | $7,994-76.6% | $15,885-88.2% | $6,925-73.0% |