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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 | $45,343-48.3% | $150,298-84.4% | $67,986-65.5% |
| Participation rate | 53.3% | 51.9%+1.5pp | 77.8%-24.4pp | 57.2%-3.9pp |
| Annual return | 18.16% | 33.28%-15.1pp | 62.79%-44.6pp | 31.67%-13.5pp |
| Employer contribution / active EE | $1,272 | $1,462-13.0% | $4,154-69.4% | $2,019-37.0% |
| Participant deferral / active EE | $2,409 | $2,055+17.2% | $5,453-55.8% | $3,358-28.3% |
| Admin fee / account holder | $716 | $2,250-68.2% | $14,116-94.9% | $3,203-77.6% |