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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 | $13,545 | $77,814-82.6% | $158,223-91.4% | $86,983-84.4% |
| Participation rate | 44.1% | 68.4%-24.3pp | 79.2%-35.1pp | 69.5%-25.4pp |
| Annual return | 20.61% | 30.54%-9.9pp | 52.09%-31.5pp | 25.83%-5.2pp |
| Employer contribution / active EE | $1,530 | $2,592-41.0% | $4,109-62.8% | $2,584-40.8% |
| Participant deferral / active EE | $2,271 | $3,270-30.5% | $5,467-58.5% | $4,194-45.9% |
| Admin fee / account holder | $1,370 | $5,879-76.7% | $16,047-91.5% | $7,856-82.6% |