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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 | $15,101 | $106,280-85.8% | $96,538-84.4% | $139,487-89.2% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 19.06% | 38.48%-19.4pp | 35.74%-16.7pp | 373.84%-354.8pp |
| Employer contribution / active EE | $1,289 | $4,107-68.6% | $3,740-65.5% | $4,755-72.9% |
| Participant deferral / active EE | $2,511 | $5,457-54.0% | $4,880-48.6% | $6,713-62.6% |
| Admin fee / account holder | $1,091 | $7,888-86.2% | $6,737-83.8% | $11,407-90.4% |