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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 | $16,315 | $57,061-71.4% | $85,063-80.8% | $80,911-79.8% |
| Participation rate | 63.5% | 56.3%+7.1pp | 67.5%-4.0pp | 67.6%-4.2pp |
| Annual return | 11.34% | 21.66%-10.3pp | 66.54%-55.2pp | 35.63%-24.3pp |
| Employer contribution / active EE | $1,248 | $1,799-30.6% | $2,727-54.3% | $2,756-54.7% |
| Participant deferral / active EE | $2,745 | $3,110-11.8% | $4,523-39.3% | $4,297-36.1% |
| Admin fee / account holder | $355 | $4,986-92.9% | $6,155-94.2% | $6,935-94.9% |