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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 | $15,717 | $76,407-79.4% | $150,298-89.5% | $82,448-80.9% |
| Participation rate | 65.8% | 66.4%-0.6pp | 77.8%-12.0pp | 68.1%-2.3pp |
| Annual return | 20.72% | 39.99%-19.3pp | 62.79%-42.1pp | 41.64%-20.9pp |
| Employer contribution / active EE | $1,201 | $2,614-54.1% | $4,154-71.1% | $2,551-52.9% |
| Participant deferral / active EE | $1,560 | $3,214-51.5% | $5,453-71.4% | $4,139-62.3% |
| Admin fee / account holder | $487 | $6,352-92.3% | $14,116-96.5% | $7,234-93.3% |