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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 | $24,332 | $107,809-77.4% | $97,032-74.9% | $155,188-84.3% |
| Participation rate | 63.6% | 75.5%-11.8pp | 71.6%-7.9pp | 80.8%-17.2pp |
| Annual return | 9.88% | 38.06%-28.2pp | 35.38%-25.5pp | 148.84%-139.0pp |
| Employer contribution / active EE | $1,283 | $2,911-55.9% | $2,629-51.2% | $4,248-69.8% |
| Participant deferral / active EE | $1,617 | $5,129-68.5% | $4,672-65.4% | $6,531-75.2% |
| Admin fee / account holder | $9,499 | $10,717-11.4% | $9,418+0.9% | $14,480-34.4% |