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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 | $12,737 | $57,119-77.7% | $85,187-85.0% | $80,935-84.3% |
| Participation rate | 59.6% | 56.4%+3.2pp | 67.5%-7.9pp | 67.7%-8.1pp |
| Annual return | 17.60% | 21.70%-4.1pp | 66.67%-49.1pp | 35.66%-18.1pp |
| Employer contribution / active EE | $786 | $1,802-56.4% | $2,732-71.2% | $2,757-71.5% |
| Participant deferral / active EE | $2,284 | $3,115-26.7% | $4,525-49.5% | $4,299-46.9% |
| Admin fee / account holder | $565 | $4,990-88.7% | $6,162-90.8% | $6,924-91.8% |