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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 | $15,068 | $64,920-76.8% | $103,693-85.5% | $86,983-82.7% |
| Participation rate | 64.7% | 63.6%+1.1pp | 72.6%-7.9pp | 69.5%-4.8pp |
| Annual return | 16.75% | 30.29%-13.5pp | 47.61%-30.9pp | 25.83%-9.1pp |
| Employer contribution / active EE | $462 | $2,141-78.4% | $2,920-84.2% | $2,584-82.1% |
| Participant deferral / active EE | $2,646 | $3,241-18.3% | $4,579-42.2% | $4,194-36.9% |
| Admin fee / account holder | $1,133 | $6,191-81.7% | $7,858-85.6% | $7,856-85.6% |