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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 | $12,151 | $81,358-85.1% | $155,556-92.2% | $80,959-85.0% |
| Participation rate | 53.3% | 66.3%-12.9pp | 78.2%-24.9pp | 67.7%-14.3pp |
| Annual return | 16.90% | 33.39%-16.5pp | 64.84%-47.9pp | 35.67%-18.8pp |
| Employer contribution / active EE | $1,777 | $3,106-42.8% | $4,675-62.0% | $2,757-35.6% |
| Participant deferral / active EE | $2,748 | $3,455-20.5% | $5,631-51.2% | $4,300-36.1% |
| Admin fee / account holder | $613 | $7,994-92.3% | $15,885-96.1% | $6,925-91.2% |