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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 | $12,351 | $54,757-77.4% | $90,304-86.3% | $72,975-83.1% |
| Participation rate | 62.9% | 65.2%-2.3pp | 73.3%-10.4pp | 69.5%-6.6pp |
| Annual return | 28.34% | 30.63%-2.3pp | 78.13%-49.8pp | 81.01%-52.7pp |
| Employer contribution / active EE | $702 | $2,093-66.5% | $2,855-75.4% | $2,440-71.2% |
| Participant deferral / active EE | $1,248 | $2,887-56.8% | $3,885-67.9% | $3,608-65.4% |
| Admin fee / account holder | $484 | $3,973-87.8% | $5,354-91.0% | $5,124-90.6% |