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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 | $12,773 | $50,972-74.9% | $88,632-85.6% | $72,976-82.5% |
| Participation rate | 51.6% | 63.4%-11.8pp | 68.8%-17.1pp | 69.5%-17.8pp |
| Annual return | 26.29% | 29.62%-3.3pp | 43.75%-17.5pp | 81.02%-54.7pp |
| Employer contribution / active EE | $1,018 | $1,475-31.0% | $2,101-51.6% | $2,440-58.3% |
| Participant deferral / active EE | $1,995 | $2,230-10.5% | $2,917-31.6% | $3,608-44.7% |
| Admin fee / account holder | $513 | $3,230-84.1% | $4,308-88.1% | $5,124-90.0% |