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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 | $88,996-82.5% | $78,004-80.0% | $138,895-88.8% |
| Participation rate | 57.1% | 74.4%-17.2pp | 69.4%-12.3pp | 79.9%-22.8pp |
| Annual return | 11.86% | 28.03%-16.2pp | 31.07%-19.2pp | 145.39%-133.5pp |
| Employer contribution / active EE | $1,267 | $2,917-56.6% | $2,469-48.7% | $4,194-69.8% |
| Participant deferral / active EE | $1,405 | $4,724-70.3% | $4,092-65.7% | $6,396-78.0% |
| Admin fee / account holder | $1,990 | $8,807-77.4% | $7,578-73.7% | $12,562-84.2% |