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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 | $21,846 | $53,774-59.4% | $134,162-83.7% | $79,852-72.6% |
| Participation rate | 63.6% | 58.8%+4.9pp | 72.2%-8.6pp | 69.6%-6.0pp |
| Annual return | 21.55% | 19.01%+2.5pp | 36.35%-14.8pp | 31.72%-10.2pp |
| Employer contribution / active EE | $997 | $1,322-24.6% | $3,705-73.1% | $2,471-59.7% |
| Participant deferral / active EE | $3,156 | $2,420+30.4% | $3,500-9.8% | $3,740-15.6% |
| Admin fee / account holder | $1,176 | $3,985-70.5% | $6,685-82.4% | $5,306-77.8% |