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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 | $11,108 | $45,343-75.5% | $150,298-92.6% | $67,986-83.7% |
| Participation rate | 47.5% | 51.9%-4.4pp | 77.8%-30.3pp | 57.2%-9.7pp |
| Annual return | 18.78% | 33.28%-14.5pp | 62.79%-44.0pp | 31.67%-12.9pp |
| Employer contribution / active EE | $866 | $1,462-40.8% | $4,154-79.2% | $2,019-57.1% |
| Participant deferral / active EE | $1,281 | $2,055-37.6% | $5,453-76.5% | $3,358-61.8% |
| Admin fee / account holder | $3,223 | $2,250+43.3% | $14,116-77.2% | $3,203+0.6% |