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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 | $19,598 | $57,590-66.0% | $86,233-77.3% | $82,448-76.2% |
| Participation rate | 66.7% | 57.9%+8.8pp | 69.0%-2.4pp | 68.1%-1.4pp |
| Annual return | 21.90% | 22.41%-0.5pp | 61.39%-39.5pp | 41.64%-19.7pp |
| Employer contribution / active EE | $1,164 | $1,655-29.7% | $2,504-53.5% | $2,551-54.4% |
| Participant deferral / active EE | $2,992 | $3,080-2.9% | $4,559-34.4% | $4,139-27.7% |
| Admin fee / account holder | $797 | $4,730-83.2% | $8,342-90.5% | $7,234-89.0% |