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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 | $21,245 | $58,493-63.7% | $84,021-74.7% | $72,975-70.9% |
| Participation rate | 64.2% | 61.2%+2.9pp | 69.0%-4.9pp | 69.5%-5.3pp |
| Annual return | 22.81% | 28.93%-6.1pp | 71.32%-48.5pp | 81.01%-58.2pp |
| Employer contribution / active EE | $632 | $1,163-45.7% | $1,984-68.1% | $2,440-74.1% |
| Participant deferral / active EE | $2,846 | $2,394+18.9% | $3,239-12.1% | $3,608-21.1% |
| Admin fee / account holder | $848 | $4,569-81.4% | $6,102-86.1% | $5,124-83.4% |