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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 | $20,003 | $37,446-46.6% | $77,513-74.2% | $79,852-74.9% |
| Participation rate | 63.0% | 41.5%+21.4pp | 54.2%+8.8pp | 69.6%-6.7pp |
| Annual return | 17.61% | 39.76%-22.2pp | 54.81%-37.2pp | 31.72%-14.1pp |
| Employer contribution / active EE | $763 | $637+19.8% | $987-22.6% | $2,471-69.1% |
| Participant deferral / active EE | $1,613 | $1,261+27.9% | $1,861-13.3% | $3,740-56.9% |
| Admin fee / account holder | $1,480 | $2,506-41.0% | $2,859-48.2% | $5,306-72.1% |