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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 | $8,438 | $76,407-89.0% | $150,298-94.4% | $82,448-89.8% |
| Participation rate | 67.5% | 66.4%+1.1pp | 77.8%-10.3pp | 68.1%-0.6pp |
| Annual return | 19.21% | 39.99%-20.8pp | 62.79%-43.6pp | 41.64%-22.4pp |
| Employer contribution / active EE | $1,505 | $2,614-42.4% | $4,154-63.8% | $2,551-41.0% |
| Participant deferral / active EE | $2,316 | $3,214-27.9% | $5,453-57.5% | $4,139-44.0% |
| Admin fee / account holder | $1,550 | $6,352-75.6% | $14,116-89.0% | $7,234-78.6% |