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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 | $15,330 | $88,996-82.8% | $78,004-80.3% | $138,895-89.0% |
| Participation rate | 30.8% | 74.4%-43.6pp | 69.4%-38.7pp | 79.9%-49.1pp |
| Annual return | 12.09% | 28.03%-15.9pp | 31.07%-19.0pp | 145.39%-133.3pp |
| Employer contribution / active EE | $1,067 | $2,917-63.4% | $2,469-56.8% | $4,194-74.6% |
| Participant deferral / active EE | $1,722 | $4,724-63.5% | $4,092-57.9% | $6,396-73.1% |
| Admin fee / account holder | $3,728 | $8,807-57.7% | $7,578-50.8% | $12,562-70.3% |