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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 | $15,618 | $87,166-82.1% | $76,735-79.6% | $137,256-88.6% |
| Participation rate | 57.1% | 74.4%-17.2pp | 69.5%-12.4pp | 80.0%-22.8pp |
| Annual return | 11.86% | 26.50%-14.6pp | 29.77%-17.9pp | 220.34%-208.5pp |
| Employer contribution / active EE | $1,267 | $2,904-56.4% | $2,454-48.4% | $4,156-69.5% |
| Participant deferral / active EE | $1,405 | $4,726-70.3% | $4,088-65.6% | $6,407-78.1% |
| Admin fee / account holder | $1,990 | $8,403-76.3% | $7,189-72.3% | $12,270-83.8% |