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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 | $10,995 | $51,222-78.5% | $70,544-84.4% | $75,173-85.4% |
| Participation rate | 67.5% | 61.0%+6.5pp | 68.4%-0.9pp | 67.2%+0.3pp |
| Annual return | 17.82% | 30.06%-12.2pp | 32.79%-15.0pp | 160.72%-142.9pp |
| Employer contribution / active EE | $1,394 | $1,827-23.7% | $2,976-53.2% | $2,671-47.8% |
| Participant deferral / active EE | $2,469 | $2,850-13.4% | $4,568-45.9% | $4,126-40.2% |
| Admin fee / account holder | $914 | $4,096-77.7% | $6,427-85.8% | $5,651-83.8% |