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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 | $11,450 | $81,358-85.9% | $155,556-92.6% | $80,959-85.9% |
| Participation rate | 55.6% | 66.3%-10.7pp | 78.2%-22.7pp | 67.7%-12.1pp |
| Annual return | 14.92% | 33.39%-18.5pp | 64.84%-49.9pp | 35.67%-20.8pp |
| Employer contribution / active EE | $837 | $3,106-73.1% | $4,675-82.1% | $2,757-69.6% |
| Participant deferral / active EE | $4,028 | $3,455+16.6% | $5,631-28.5% | $4,300-6.3% |
| Admin fee / account holder | $8,217 | $7,994+2.8% | $15,885-48.3% | $6,925+18.6% |