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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 | $60,442-67.6% | $96,754-79.7% | $87,485-77.6% |
| Participation rate | 66.7% | 58.7%+8.0pp | 70.3%-3.6pp | 68.9%-2.3pp |
| Annual return | 21.90% | 21.97%-0.1pp | 82.04%-60.1pp | 26.06%-4.2pp |
| Employer contribution / active EE | $1,164 | $1,691-31.1% | $2,679-56.5% | $2,596-55.2% |
| Participant deferral / active EE | $2,992 | $3,280-8.8% | $4,758-37.1% | $4,274-30.0% |
| Admin fee / account holder | $797 | $5,069-84.3% | $8,905-91.1% | $7,775-89.8% |