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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 | $15,409 | $151,427-89.8% | $112,860-86.3% | $154,746-90.0% |
| Participation rate | 66.7% | 69.1%-2.5pp | 66.3%+0.3pp | 80.7%-14.0pp |
| Annual return | 15.48% | 30.95%-15.5pp | 35.26%-19.8pp | 172.34%-156.9pp |
| Employer contribution / active EE | $333 | $2,750-87.9% | $2,206-84.9% | $4,379-92.4% |
| Participant deferral / active EE | $675 | $4,285-84.2% | $3,493-80.7% | $6,730-90.0% |
| Admin fee / account holder | $563 | $7,369-92.4% | $6,841-91.8% | $14,365-96.1% |