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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 | $14,564 | $108,285-86.5% | $77,552-81.2% | $158,982-90.8% |
| Participation rate | 42.9% | 64.4%-21.6pp | 54.2%-11.3pp | 82.0%-39.1pp |
| Annual return | 5.31% | 31.69%-26.4pp | 54.82%-49.5pp | 302.99%-297.7pp |
| Employer contribution / active EE | $1,157 | $1,325-12.7% | $987+17.3% | $4,763-75.7% |
| Participant deferral / active EE | $1,265 | $2,455-48.5% | $1,861-32.0% | $5,983-78.9% |
| Admin fee / account holder | $2,703 | $3,709-27.1% | $2,859-5.5% | $11,252-76.0% |