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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 | $16,779 | $64,462-74.0% | $81,482-79.4% | $80,911-79.3% |
| Participation rate | 62.0% | 63.9%-1.9pp | 69.5%-7.5pp | 67.6%-5.6pp |
| Annual return | 12.64% | 16.35%-3.7pp | 24.79%-12.1pp | 35.63%-23.0pp |
| Employer contribution / active EE | $1,274 | $1,979-35.6% | $2,463-48.3% | $2,756-53.8% |
| Participant deferral / active EE | $1,531 | $3,094-50.5% | $3,885-60.6% | $4,297-64.4% |
| Admin fee / account holder | $511 | $5,678-91.0% | $5,761-91.1% | $6,935-92.6% |