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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 | $27,697 | $77,920-64.5% | $149,723-81.5% | $75,177-63.2% |
| Participation rate | 66.3% | 65.6%+0.7pp | 78.8%-12.5pp | 67.2%-0.9pp |
| Annual return | 20.92% | 31.72%-10.8pp | 134.50%-113.6pp | 160.75%-139.8pp |
| Employer contribution / active EE | $1,245 | $3,138-60.3% | $4,821-74.2% | $2,671-53.4% |
| Participant deferral / active EE | $2,390 | $3,411-29.9% | $5,682-57.9% | $4,126-42.1% |
| Admin fee / account holder | $572 | $5,951-90.4% | $13,215-95.7% | $5,651-89.9% |