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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 | $14,341 | $43,749-67.2% | $158,223-90.9% | $65,306-78.0% |
| Participation rate | 47.4% | 56.9%-9.5pp | 79.2%-31.8pp | 57.7%-10.3pp |
| Annual return | 14.63% | 19.41%-4.8pp | 52.09%-37.5pp | 21.94%-7.3pp |
| Employer contribution / active EE | $1,160 | $1,497-22.5% | $4,109-71.8% | $1,967-41.0% |
| Participant deferral / active EE | $1,495 | $2,019-25.9% | $5,467-72.7% | $2,959-49.5% |
| Admin fee / account holder | $1,861 | $1,930-3.6% | $16,047-88.4% | $3,480-46.5% |