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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 | $14,493 | $88,996-83.7% | $78,004-81.4% | $138,895-89.6% |
| Participation rate | 25.0% | 74.4%-49.4pp | 69.4%-44.4pp | 79.9%-54.9pp |
| Annual return | 23.16% | 28.03%-4.9pp | 31.07%-7.9pp | 145.39%-122.2pp |
| Employer contribution / active EE | $868 | $2,917-70.2% | $2,469-64.8% | $4,194-79.3% |
| Participant deferral / active EE | $1,084 | $4,724-77.0% | $4,092-73.5% | $6,396-83.0% |
| Admin fee / account holder | $446 | $8,807-94.9% | $7,578-94.1% | $12,562-96.5% |