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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 | $13,649 | $112,729-87.9% | $98,716-86.2% | $137,256-90.1% |
| Participation rate | 68.8% | 74.2%-5.5pp | 69.3%-0.5pp | 80.0%-11.2pp |
| Annual return | 27.10% | 38.48%-11.4pp | 31.81%-4.7pp | 220.34%-193.2pp |
| Employer contribution / active EE | $1,319 | $2,725-51.6% | $2,279-42.1% | $4,156-68.3% |
| Participant deferral / active EE | $1,904 | $4,640-59.0% | $4,048-53.0% | $6,407-70.3% |
| Admin fee / account holder | $649 | $10,129-93.6% | $8,703-92.5% | $12,270-94.7% |