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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 | $12,637 | $81,358-84.5% | $155,556-91.9% | $80,959-84.4% |
| Participation rate | 63.2% | 66.3%-3.1pp | 78.2%-15.1pp | 67.7%-4.5pp |
| Annual return | 14.48% | 33.39%-18.9pp | 64.84%-50.4pp | 35.67%-21.2pp |
| Employer contribution / active EE | $1,326 | $3,106-57.3% | $4,675-71.6% | $2,757-51.9% |
| Participant deferral / active EE | $2,084 | $3,455-39.7% | $5,631-63.0% | $4,300-51.5% |
| Admin fee / account holder | $1,263 | $7,994-84.2% | $15,885-92.0% | $6,925-81.8% |