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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 | $19,496 | $78,027-75.0% | $178,528-89.1% | $80,925-75.9% |
| Participation rate | 63.4% | 65.7%-2.3pp | 77.1%-13.7pp | 67.7%-4.2pp |
| Annual return | 30.80% | 18.09%+12.7pp | 27.11%+3.7pp | 35.65%-4.8pp |
| Employer contribution / active EE | $1,685 | $2,281-26.2% | $3,950-57.4% | $2,756-38.9% |
| Participant deferral / active EE | $2,800 | $4,408-36.5% | $6,278-55.4% | $4,299-34.9% |
| Admin fee / account holder | $1,082 | $7,168-84.9% | $10,419-89.6% | $6,940-84.4% |