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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 | $13,980 | $81,358-82.8% | $155,556-91.0% | $80,959-82.7% |
| Participation rate | 44.4% | 66.3%-21.8pp | 78.2%-33.8pp | 67.7%-23.2pp |
| Annual return | 16.34% | 33.39%-17.0pp | 64.84%-48.5pp | 35.67%-19.3pp |
| Employer contribution / active EE | $1,182 | $3,106-61.9% | $4,675-74.7% | $2,757-57.1% |
| Participant deferral / active EE | $1,551 | $3,455-55.1% | $5,631-72.5% | $4,300-63.9% |
| Admin fee / account holder | $644 | $7,994-91.9% | $15,885-95.9% | $6,925-90.7% |