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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 | $63,809-73.7% | $81,353-79.4% | $80,935-79.3% |
| Participation rate | 62.0% | 63.9%-1.9pp | 69.5%-7.5pp | 67.7%-5.7pp |
| Annual return | 12.64% | 16.37%-3.7pp | 24.82%-12.2pp | 35.66%-23.0pp |
| Employer contribution / active EE | $1,274 | $1,981-35.7% | $2,464-48.3% | $2,757-53.8% |
| Participant deferral / active EE | $1,531 | $3,093-50.5% | $3,885-60.6% | $4,299-64.4% |
| Admin fee / account holder | $511 | $5,686-91.0% | $5,766-91.1% | $6,924-92.6% |