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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 | $24,418 | $64,920-62.4% | $103,693-76.5% | $86,983-71.9% |
| Participation rate | 67.7% | 63.6%+4.2pp | 72.6%-4.9pp | 69.5%-1.8pp |
| Annual return | 12.32% | 30.29%-18.0pp | 47.61%-35.3pp | 25.83%-13.5pp |
| Employer contribution / active EE | $1,652 | $2,141-22.9% | $2,920-43.4% | $2,584-36.1% |
| Participant deferral / active EE | $3,218 | $3,241-0.7% | $4,579-29.7% | $4,194-23.3% |
| Admin fee / account holder | $2,220 | $6,191-64.1% | $7,858-71.8% | $7,856-71.7% |