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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 | $18,719 | $25,014-25.2% | $69,701-73.1% | $80,874-76.9% |
| Participation rate | 23.5% | 64.2%-40.7pp | 66.4%-42.9pp | 67.6%-44.1pp |
| Annual return | 19.89% | 19.07%+0.8pp | 100.32%-80.4pp | 35.62%-15.7pp |
| Employer contribution / active EE | $958 | $993-3.5% | $1,713-44.1% | $2,756-65.2% |
| Participant deferral / active EE | $1,854 | $1,839+0.8% | $2,887-35.8% | $4,297-56.8% |
| Admin fee / account holder | $1,402 | $2,488-43.6% | $4,717-70.3% | $6,935-79.8% |