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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 | $14,642 | $81,262-82.0% | $155,602-90.6% | $80,911-81.9% |
| Participation rate | 59.0% | 66.2%-7.3pp | 78.2%-19.2pp | 67.6%-8.7pp |
| Annual return | 14.23% | 33.34%-19.1pp | 64.81%-50.6pp | 35.63%-21.4pp |
| Employer contribution / active EE | $1,497 | $3,102-51.7% | $4,675-68.0% | $2,756-45.7% |
| Participant deferral / active EE | $2,936 | $3,451-14.9% | $5,629-47.8% | $4,297-31.7% |
| Admin fee / account holder | $834 | $7,992-89.6% | $15,923-94.8% | $6,935-88.0% |