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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 | $81,331-82.0% | $155,534-90.6% | $80,935-81.9% |
| Participation rate | 59.0% | 66.3%-7.3pp | 78.2%-19.2pp | 67.7%-8.7pp |
| Annual return | 14.23% | 33.37%-19.1pp | 64.92%-50.7pp | 35.66%-21.4pp |
| Employer contribution / active EE | $1,497 | $3,105-51.8% | $4,675-68.0% | $2,757-45.7% |
| Participant deferral / active EE | $2,936 | $3,454-15.0% | $5,630-47.8% | $4,299-31.7% |
| Admin fee / account holder | $834 | $7,999-89.6% | $15,900-94.8% | $6,924-88.0% |