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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 | $16,085 | $94,439-83.0% | $73,658-78.2% | $154,746-89.6% |
| Participation rate | 60.0% | 64.7%-4.7pp | 57.0%+3.0pp | 80.7%-20.7pp |
| Annual return | 17.86% | 28.25%-10.4pp | 29.72%-11.9pp | 172.34%-154.5pp |
| Employer contribution / active EE | $1,040 | $1,257-17.3% | $1,032+0.8% | $4,379-76.2% |
| Participant deferral / active EE | $1,271 | $2,527-49.7% | $2,062-38.3% | $6,730-81.1% |
| Admin fee / account holder | $889 | $3,843-76.9% | $3,357-73.5% | $14,365-93.8% |