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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 | $15,527 | $75,541-79.4% | $152,093-89.8% | $82,637-81.2% |
| Participation rate | 56.0% | 66.5%-10.5pp | 77.8%-21.8pp | 68.1%-12.1pp |
| Annual return | 20.08% | 32.56%-12.5pp | 66.36%-46.3pp | 53.51%-33.4pp |
| Employer contribution / active EE | $524 | $2,622-80.0% | $4,175-87.5% | $2,552-79.5% |
| Participant deferral / active EE | $2,332 | $3,206-27.2% | $5,451-57.2% | $4,126-43.5% |
| Admin fee / account holder | $977 | $6,405-84.8% | $14,497-93.3% | $7,339-86.7% |