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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 | $29,085 | $81,358-64.3% | $155,556-81.3% | $80,959-64.1% |
| Participation rate | 68.0% | 66.3%+1.7pp | 78.2%-10.2pp | 67.7%+0.3pp |
| Annual return | 12.96% | 33.39%-20.4pp | 64.84%-51.9pp | 35.67%-22.7pp |
| Employer contribution / active EE | $1,169 | $3,106-62.4% | $4,675-75.0% | $2,757-57.6% |
| Participant deferral / active EE | $1,986 | $3,455-42.5% | $5,631-64.7% | $4,300-53.8% |
| Admin fee / account holder | $1,298 | $7,994-83.8% | $15,885-91.8% | $6,925-81.3% |