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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 | $23,458 | $46,688-49.8% | $189,758-87.6% | $69,733-66.4% |
| Participation rate | 53.3% | 61.7%-8.4pp | 79.8%-26.5pp | 62.5%-9.1pp |
| Annual return | 18.16% | 14.35%+3.8pp | 52.62%-34.5pp | 15.22%+2.9pp |
| Employer contribution / active EE | $1,272 | $1,695-25.0% | $4,767-73.3% | $2,250-43.5% |
| Participant deferral / active EE | $2,409 | $2,143+12.4% | $5,856-58.9% | $3,054-21.1% |
| Admin fee / account holder | $716 | $1,700-57.9% | $20,388-96.5% | $3,102-76.9% |