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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 | $12,461 | $151,427-91.8% | $112,860-89.0% | $154,746-91.9% |
| Participation rate | 30.4% | 69.1%-38.7pp | 66.3%-35.9pp | 80.7%-50.3pp |
| Annual return | 24.60% | 30.95%-6.3pp | 35.26%-10.7pp | 172.34%-147.7pp |
| Employer contribution / active EE | $873 | $2,750-68.3% | $2,206-60.4% | $4,379-80.1% |
| Participant deferral / active EE | $1,158 | $4,285-73.0% | $3,493-66.8% | $6,730-82.8% |
| Admin fee / account holder | $2,271 | $7,369-69.2% | $6,841-66.8% | $14,365-84.2% |