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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 | $25,368 | $81,233-68.8% | $155,567-83.7% | $80,874-68.6% |
| Participation rate | 68.3% | 66.2%+2.1pp | 78.2%-9.9pp | 67.6%+0.6pp |
| Annual return | 10.72% | 33.33%-22.6pp | 64.74%-54.0pp | 35.62%-24.9pp |
| Employer contribution / active EE | $1,227 | $3,101-60.4% | $4,674-73.8% | $2,756-55.5% |
| Participant deferral / active EE | $2,092 | $3,452-39.4% | $5,628-62.8% | $4,297-51.3% |
| Admin fee / account holder | $926 | $7,998-88.4% | $15,916-94.2% | $6,935-86.7% |