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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 | $14,435 | $76,407-81.1% | $150,298-90.4% | $82,448-82.5% |
| Participation rate | 66.0% | 66.4%-0.4pp | 77.8%-11.8pp | 68.1%-2.1pp |
| Annual return | 23.05% | 39.99%-16.9pp | 62.79%-39.7pp | 41.64%-18.6pp |
| Employer contribution / active EE | $810 | $2,614-69.0% | $4,154-80.5% | $2,551-68.2% |
| Participant deferral / active EE | $2,055 | $3,214-36.1% | $5,453-62.3% | $4,139-50.4% |
| Admin fee / account holder | $573 | $6,352-91.0% | $14,116-95.9% | $7,234-92.1% |