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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 | $41,016-65.0% | $152,093-90.6% | $64,097-77.6% |
| Participation rate | 47.4% | 51.3%-4.0pp | 77.8%-30.4pp | 55.2%-7.8pp |
| Annual return | 14.63% | 39.60%-25.0pp | 66.36%-51.7pp | 34.64%-20.0pp |
| Employer contribution / active EE | $1,160 | $1,342-13.6% | $4,175-72.2% | $1,891-38.7% |
| Participant deferral / active EE | $1,495 | $1,927-22.4% | $5,451-72.6% | $3,080-51.5% |
| Admin fee / account holder | $1,861 | $2,305-19.3% | $14,497-87.2% | $3,454-46.1% |