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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 | $12,329 | $108,212-88.6% | $77,513-84.1% | $158,966-92.2% |
| Participation rate | 60.0% | 64.4%-4.4pp | 54.2%+5.8pp | 82.0%-22.0pp |
| Annual return | 19.84% | 31.67%-11.8pp | 54.81%-35.0pp | 302.95%-283.1pp |
| Employer contribution / active EE | $858 | $1,325-35.2% | $987-13.0% | $4,762-82.0% |
| Participant deferral / active EE | $1,853 | $2,455-24.5% | $1,861-0.4% | $5,983-69.0% |
| Admin fee / account holder | $1,063 | $3,709-71.3% | $2,859-62.8% | $11,250-90.6% |