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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 | $22,193 | $57,073-61.1% | $85,126-73.9% | $80,925-72.6% |
| Participation rate | 68.8% | 56.4%+12.4pp | 67.5%+1.2pp | 67.7%+1.1pp |
| Annual return | 12.94% | 21.69%-8.8pp | 66.63%-53.7pp | 35.65%-22.7pp |
| Employer contribution / active EE | $3,368 | $1,801+87.0% | $2,731+23.3% | $2,756+22.2% |
| Participant deferral / active EE | $1,835 | $3,113-41.1% | $4,523-59.4% | $4,299-57.3% |
| Admin fee / account holder | $5,671 | $4,988+13.7% | $6,160-7.9% | $6,940-18.3% |