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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 | $10,914 | $111,814-90.2% | $103,378-89.4% | $145,978-92.5% |
| Participation rate | 64.3% | 77.9%-13.6pp | 74.5%-10.2pp | 80.3%-16.0pp |
| Annual return | 12.10% | 24.80%-12.7pp | 24.91%-12.8pp | 550.52%-538.4pp |
| Employer contribution / active EE | $1,498 | $4,215-64.5% | $3,870-61.3% | $4,662-67.9% |
| Participant deferral / active EE | $2,362 | $5,618-58.0% | $5,058-53.3% | $6,690-64.7% |
| Admin fee / account holder | $696 | $9,764-92.9% | $8,401-91.7% | $13,400-94.8% |