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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 | $15,377 | $47,848-67.9% | $81,473-81.1% | $70,124-78.1% |
| Participation rate | 64.3% | 58.3%+6.0pp | 68.0%-3.7pp | 69.5%-5.3pp |
| Annual return | 16.88% | 27.25%-10.4pp | 38.78%-21.9pp | 73.14%-56.3pp |
| Employer contribution / active EE | $1,906 | $1,527+24.8% | $2,568-25.8% | $2,342-18.6% |
| Participant deferral / active EE | $735 | $2,453-70.1% | $3,537-79.2% | $3,332-78.0% |
| Admin fee / account holder | $1,068 | $3,145-66.0% | $4,561-76.6% | $4,645-77.0% |