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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 | $19,912 | $63,365-68.6% | $91,994-78.4% | $72,975-72.7% |
| Participation rate | 69.6% | 72.5%-2.9pp | 78.6%-9.1pp | 69.5%+0.1pp |
| Annual return | 31.93% | 35.35%-3.4pp | 69.04%-37.1pp | 81.01%-49.1pp |
| Employer contribution / active EE | $1,146 | $2,116-45.8% | $3,453-66.8% | $2,440-53.0% |
| Participant deferral / active EE | $4,648 | $4,883-4.8% | $5,924-21.5% | $3,608+28.8% |
| Admin fee / account holder | $887 | $4,670-81.0% | $7,744-88.5% | $5,124-82.7% |