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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 | $10,107 | $45,343-77.7% | $150,298-93.3% | $67,986-85.1% |
| Participation rate | 47.1% | 51.9%-4.8pp | 77.8%-30.7pp | 57.2%-10.1pp |
| Annual return | 26.82% | 33.28%-6.5pp | 62.79%-36.0pp | 31.67%-4.8pp |
| Employer contribution / active EE | $926 | $1,462-36.7% | $4,154-77.7% | $2,019-54.1% |
| Participant deferral / active EE | $1,188 | $2,055-42.2% | $5,453-78.2% | $3,358-64.6% |
| Admin fee / account holder | $372 | $2,250-83.5% | $14,116-97.4% | $3,203-88.4% |