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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 | $7,153 | $75,541-90.5% | $152,093-95.3% | $82,637-91.3% |
| Participation rate | 68.0% | 66.5%+1.5pp | 77.8%-9.8pp | 68.1%-0.1pp |
| Annual return | 34.15% | 32.56%+1.6pp | 66.36%-32.2pp | 53.51%-19.4pp |
| Employer contribution / active EE | $1,210 | $2,622-53.8% | $4,175-71.0% | $2,552-52.6% |
| Participant deferral / active EE | $2,855 | $3,206-10.9% | $5,451-47.6% | $4,126-30.8% |
| Admin fee / account holder | $1,339 | $6,405-79.1% | $14,497-90.8% | $7,339-81.8% |