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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 | $12,998 | $81,276-84.0% | $155,574-91.6% | $80,925-83.9% |
| Participation rate | 53.8% | 66.2%-12.4pp | 78.2%-24.4pp | 67.7%-13.8pp |
| Annual return | 23.54% | 33.36%-9.8pp | 64.87%-41.3pp | 35.65%-12.1pp |
| Employer contribution / active EE | $704 | $3,103-77.3% | $4,676-84.9% | $2,756-74.4% |
| Participant deferral / active EE | $2,370 | $3,453-31.4% | $5,629-57.9% | $4,299-44.9% |
| Admin fee / account holder | $846 | $7,993-89.4% | $15,914-94.7% | $6,940-87.8% |