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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 | $57,119-61.1% | $85,187-73.9% | $80,935-72.6% |
| Participation rate | 68.8% | 56.4%+12.3pp | 67.5%+1.2pp | 67.7%+1.1pp |
| Annual return | 12.94% | 21.70%-8.8pp | 66.67%-53.7pp | 35.66%-22.7pp |
| Employer contribution / active EE | $3,368 | $1,802+86.9% | $2,732+23.3% | $2,757+22.2% |
| Participant deferral / active EE | $1,835 | $3,115-41.1% | $4,525-59.5% | $4,299-57.3% |
| Admin fee / account holder | $5,671 | $4,990+13.6% | $6,162-8.0% | $6,924-18.1% |