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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 | $12,014 | $81,262-85.2% | $155,602-92.3% | $80,911-85.2% |
| Participation rate | 38.9% | 66.2%-27.3pp | 78.2%-39.3pp | 67.6%-28.7pp |
| Annual return | 35.08% | 33.34%+1.7pp | 64.81%-29.7pp | 35.63%-0.5pp |
| Employer contribution / active EE | $562 | $3,102-81.9% | $4,675-88.0% | $2,756-79.6% |
| Participant deferral / active EE | $1,399 | $3,451-59.5% | $5,629-75.2% | $4,297-67.5% |
| Admin fee / account holder | $959 | $7,992-88.0% | $15,923-94.0% | $6,935-86.2% |