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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 | $17,687 | $104,650-83.1% | $83,854-78.9% | $155,188-88.6% |
| Participation rate | 54.2% | 65.1%-10.9pp | 59.1%-4.9pp | 80.8%-26.6pp |
| Annual return | 19.95% | 28.97%-9.0pp | 31.39%-11.4pp | 148.84%-128.9pp |
| Employer contribution / active EE | $645 | $1,196-46.1% | $1,017-36.6% | $4,248-84.8% |
| Participant deferral / active EE | $2,877 | $2,367+21.5% | $2,035+41.3% | $6,531-56.0% |
| Admin fee / account holder | $462 | $3,518-86.9% | $3,197-85.5% | $14,480-96.8% |