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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 | $58,057-66.2% | $97,032-79.8% | $86,983-77.5% |
| Participation rate | 66.7% | 60.4%+6.3pp | 71.6%-4.9pp | 69.5%-2.9pp |
| Annual return | 21.90% | 22.26%-0.4pp | 35.38%-13.5pp | 25.83%-3.9pp |
| Employer contribution / active EE | $1,164 | $1,663-30.0% | $2,629-55.7% | $2,584-54.9% |
| Participant deferral / active EE | $2,992 | $3,244-7.8% | $4,672-36.0% | $4,194-28.7% |
| Admin fee / account holder | $797 | $4,839-83.5% | $9,418-91.5% | $7,856-89.9% |