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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 | $20,396 | $87,166-76.6% | $76,735-73.4% | $137,256-85.1% |
| Participation rate | 61.9% | 74.4%-12.4pp | 69.5%-7.6pp | 80.0%-18.1pp |
| Annual return | 13.70% | 26.50%-12.8pp | 29.77%-16.1pp | 220.34%-206.6pp |
| Employer contribution / active EE | $1,010 | $2,904-65.2% | $2,454-58.8% | $4,156-75.7% |
| Participant deferral / active EE | $1,937 | $4,726-59.0% | $4,088-52.6% | $6,407-69.8% |
| Admin fee / account holder | $498 | $8,403-94.1% | $7,189-93.1% | $12,270-95.9% |