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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 | $13,217 | $45,050-70.7% | $63,018-79.0% | $70,126-81.2% |
| Participation rate | 62.9% | 69.5%-6.7pp | 74.8%-11.9pp | 69.5%-6.7pp |
| Annual return | 27.09% | 18.76%+8.3pp | 87.62%-60.5pp | 73.15%-46.1pp |
| Employer contribution / active EE | $1,378 | $2,052-32.9% | $2,761-50.1% | $2,343-41.2% |
| Participant deferral / active EE | $2,650 | $2,466+7.5% | $3,330-20.4% | $3,332-20.5% |
| Admin fee / account holder | $476 | $2,834-83.2% | $3,601-86.8% | $4,645-89.8% |