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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 | $25,087 | $58,493-57.1% | $84,021-70.1% | $72,975-65.6% |
| Participation rate | 67.3% | 61.2%+6.0pp | 69.0%-1.7pp | 69.5%-2.2pp |
| Annual return | 19.12% | 28.93%-9.8pp | 71.32%-52.2pp | 81.01%-61.9pp |
| Employer contribution / active EE | $475 | $1,163-59.2% | $1,984-76.1% | $2,440-80.5% |
| Participant deferral / active EE | $3,000 | $2,394+25.3% | $3,239-7.4% | $3,608-16.9% |
| Admin fee / account holder | $806 | $4,569-82.3% | $6,102-86.8% | $5,124-84.3% |