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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 | $10,638 | $87,166-87.8% | $76,735-86.1% | $137,256-92.2% |
| Participation rate | 58.3% | 74.4%-16.0pp | 69.5%-11.2pp | 80.0%-21.6pp |
| Annual return | 17.94% | 26.50%-8.6pp | 29.77%-11.8pp | 220.34%-202.4pp |
| Employer contribution / active EE | $749 | $2,904-74.2% | $2,454-69.5% | $4,156-82.0% |
| Participant deferral / active EE | $1,088 | $4,726-77.0% | $4,088-73.4% | $6,407-83.0% |
| Admin fee / account holder | $2,440 | $8,403-71.0% | $7,189-66.1% | $12,270-80.1% |