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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 | $22,313 | $65,685-66.0% | $57,181-61.0% | $273,965-91.9% |
| Participation rate | 62.5% | 78.3%-15.8pp | 75.3%-12.8pp | 83.0%-20.5pp |
| Annual return | 8.72% | 21.99%-13.3pp | 14.59%-5.9pp | 41.45%-32.7pp |
| Employer contribution / active EE | $702 | $3,279-78.6% | $2,682-73.8% | $4,869-85.6% |
| Participant deferral / active EE | $1,199 | $3,781-68.3% | $3,096-61.3% | $5,287-77.3% |
| Admin fee / account holder | $1,108 | $4,835-77.1% | $3,139-64.7% | $10,132-89.1% |