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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 | $14,668 | $81,262-81.9% | $155,602-90.6% | $80,911-81.9% |
| Participation rate | 45.2% | 66.2%-21.0pp | 78.2%-33.0pp | 67.6%-22.4pp |
| Annual return | 11.96% | 33.34%-21.4pp | 64.81%-52.9pp | 35.63%-23.7pp |
| Employer contribution / active EE | $860 | $3,102-72.3% | $4,675-81.6% | $2,756-68.8% |
| Participant deferral / active EE | $1,313 | $3,451-62.0% | $5,629-76.7% | $4,297-69.4% |
| Admin fee / account holder | $796 | $7,992-90.0% | $15,923-95.0% | $6,935-88.5% |