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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 | $17,160 | $76,407-77.5% | $150,298-88.6% | $82,448-79.2% |
| Participation rate | 64.5% | 66.4%-1.9pp | 77.8%-13.2pp | 68.1%-3.6pp |
| Annual return | 16.94% | 39.99%-23.0pp | 62.79%-45.8pp | 41.64%-24.7pp |
| Employer contribution / active EE | $1,135 | $2,614-56.6% | $4,154-72.7% | $2,551-55.5% |
| Participant deferral / active EE | $884 | $3,214-72.5% | $5,453-83.8% | $4,139-78.7% |
| Admin fee / account holder | $1,939 | $6,352-69.5% | $14,116-86.3% | $7,234-73.2% |