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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 | $7,341 | $87,166-91.6% | $76,735-90.4% | $137,256-94.7% |
| Participation rate | 66.7% | 74.4%-7.7pp | 69.5%-2.8pp | 80.0%-13.3pp |
| Annual return | 19.57% | 26.50%-6.9pp | 29.77%-10.2pp | 220.34%-200.8pp |
| Employer contribution / active EE | $742 | $2,904-74.5% | $2,454-69.8% | $4,156-82.2% |
| Participant deferral / active EE | $1,710 | $4,726-63.8% | $4,088-58.2% | $6,407-73.3% |
| Admin fee / account holder | $1,819 | $8,403-78.3% | $7,189-74.7% | $12,270-85.2% |