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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 | $14,130 | $81,358-82.6% | $155,556-90.9% | $80,959-82.5% |
| Participation rate | 63.4% | 66.3%-2.9pp | 78.2%-14.8pp | 67.7%-4.3pp |
| Annual return | 12.91% | 33.39%-20.5pp | 64.84%-51.9pp | 35.67%-22.8pp |
| Employer contribution / active EE | $1,109 | $3,106-64.3% | $4,675-76.3% | $2,757-59.8% |
| Participant deferral / active EE | $1,223 | $3,455-64.6% | $5,631-78.3% | $4,300-71.5% |
| Admin fee / account holder | $2,252 | $7,994-71.8% | $15,885-85.8% | $6,925-67.5% |