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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 | $12,163 | $22,602-46.2% | $65,566-81.4% | $75,173-83.8% |
| Participation rate | 60.7% | 63.1%-2.4pp | 64.9%-4.2pp | 67.2%-6.5pp |
| Annual return | 16.47% | 71.13%-54.7pp | 47.40%-30.9pp | 160.72%-144.2pp |
| Employer contribution / active EE | $1,280 | $941+36.0% | $1,692-24.4% | $2,671-52.1% |
| Participant deferral / active EE | $2,796 | $1,695+65.0% | $2,832-1.3% | $4,126-32.2% |
| Admin fee / account holder | $692 | $1,877-63.1% | $4,114-83.2% | $5,651-87.7% |