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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 | $22,116 | $81,276-72.8% | $155,574-85.8% | $80,925-72.7% |
| Participation rate | 69.5% | 66.2%+3.2pp | 78.2%-8.7pp | 67.7%+1.8pp |
| Annual return | 12.12% | 33.36%-21.2pp | 64.87%-52.7pp | 35.65%-23.5pp |
| Employer contribution / active EE | $1,450 | $3,103-53.3% | $4,676-69.0% | $2,756-47.4% |
| Participant deferral / active EE | $1,965 | $3,453-43.1% | $5,629-65.1% | $4,299-54.3% |
| Admin fee / account holder | $1,372 | $7,993-82.8% | $15,914-91.4% | $6,940-80.2% |