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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 | $22,823 | $73,459-68.9% | $178,528-87.2% | $74,429-69.3% |
| Participation rate | 68.9% | 66.5%+2.4pp | 77.1%-8.2pp | 67.2%+1.7pp |
| Annual return | 20.02% | 17.50%+2.5pp | 27.11%-7.1pp | 1368.38%-1348.4pp |
| Employer contribution / active EE | $686 | $2,219-69.1% | $3,950-82.6% | $2,625-73.9% |
| Participant deferral / active EE | $2,036 | $4,515-54.9% | $6,278-67.6% | $4,348-53.2% |
| Admin fee / account holder | $1,857 | $1,812+2.5% | $10,419-82.2% | $1,944-4.5% |