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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 | $10,040 | $81,262-87.6% | $155,602-93.5% | $80,911-87.6% |
| Participation rate | 52.7% | 66.2%-13.5pp | 78.2%-25.5pp | 67.6%-14.9pp |
| Annual return | 21.11% | 33.34%-12.2pp | 64.81%-43.7pp | 35.63%-14.5pp |
| Employer contribution / active EE | $1,260 | $3,102-59.4% | $4,675-73.0% | $2,756-54.3% |
| Participant deferral / active EE | $1,840 | $3,451-46.7% | $5,629-67.3% | $4,297-57.2% |
| Admin fee / account holder | $819 | $7,992-89.8% | $15,923-94.9% | $6,935-88.2% |