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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 | $8,027 | $97,125-91.7% | $86,233-90.7% | $137,256-94.2% |
| Participation rate | 69.2% | 74.2%-5.0pp | 69.0%+0.2pp | 80.0%-10.7pp |
| Annual return | 24.35% | 74.19%-49.8pp | 61.39%-37.0pp | 220.34%-196.0pp |
| Employer contribution / active EE | $1,303 | $2,841-54.1% | $2,504-48.0% | $4,156-68.6% |
| Participant deferral / active EE | $1,458 | $5,180-71.9% | $4,559-68.0% | $6,407-77.2% |
| Admin fee / account holder | $673 | $9,725-93.1% | $8,342-91.9% | $12,270-94.5% |