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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 | $15,570 | $55,713-72.1% | $75,901-79.5% | $72,975-78.7% |
| Participation rate | 66.3% | 61.1%+5.2pp | 69.3%-3.0pp | 69.5%-3.2pp |
| Annual return | 17.98% | 27.60%-9.6pp | 30.76%-12.8pp | 81.01%-63.0pp |
| Employer contribution / active EE | $752 | $1,687-55.4% | $2,501-69.9% | $2,440-69.2% |
| Participant deferral / active EE | $1,265 | $2,634-52.0% | $3,603-64.9% | $3,608-64.9% |
| Admin fee / account holder | $469 | $3,980-88.2% | $5,420-91.4% | $5,124-90.9% |