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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 | $13,537 | $76,407-82.3% | $150,298-91.0% | $82,448-83.6% |
| Participation rate | 68.3% | 66.4%+1.9pp | 77.8%-9.5pp | 68.1%+0.2pp |
| Annual return | 18.07% | 39.99%-21.9pp | 62.79%-44.7pp | 41.64%-23.6pp |
| Employer contribution / active EE | $909 | $2,614-65.2% | $4,154-78.1% | $2,551-64.4% |
| Participant deferral / active EE | $2,245 | $3,214-30.2% | $5,453-58.8% | $4,139-45.8% |
| Admin fee / account holder | $595 | $6,352-90.6% | $14,116-95.8% | $7,234-91.8% |