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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 | $20,629 | $48,337-57.3% | $67,560-69.5% | $80,959-74.5% |
| Participation rate | 67.7% | 66.4%+1.3pp | 72.9%-5.2pp | 67.7%+0.1pp |
| Annual return | 13.69% | 18.26%-4.6pp | 3533.50%-3519.8pp | 35.67%-22.0pp |
| Employer contribution / active EE | $1,594 | $2,023-21.2% | $2,737-41.8% | $2,757-42.2% |
| Participant deferral / active EE | $3,316 | $2,928+13.2% | $4,004-17.2% | $4,300-22.9% |
| Admin fee / account holder | $562 | $3,695-84.8% | $3,994-85.9% | $6,925-91.9% |