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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 | $22,865 | $64,359-64.5% | $90,161-74.6% | $70,126-67.4% |
| Participation rate | 68.6% | 70.4%-1.9pp | 76.9%-8.3pp | 69.5%-1.0pp |
| Annual return | 16.83% | 28.13%-11.3pp | 34.89%-18.1pp | 73.15%-56.3pp |
| Employer contribution / active EE | $1,683 | $2,046-17.7% | $3,318-49.3% | $2,343-28.2% |
| Participant deferral / active EE | $2,609 | $4,389-40.6% | $5,287-50.7% | $3,332-21.7% |
| Admin fee / account holder | $543 | $3,945-86.2% | $5,943-90.9% | $4,645-88.3% |