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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 | $17,139 | $81,331-78.9% | $155,534-89.0% | $80,935-78.8% |
| Participation rate | 68.0% | 66.3%+1.7pp | 78.2%-10.2pp | 67.7%+0.3pp |
| Annual return | 17.36% | 33.37%-16.0pp | 64.92%-47.6pp | 35.66%-18.3pp |
| Employer contribution / active EE | $742 | $3,105-76.1% | $4,675-84.1% | $2,757-73.1% |
| Participant deferral / active EE | $1,486 | $3,454-57.0% | $5,630-73.6% | $4,299-65.4% |
| Admin fee / account holder | $588 | $7,999-92.6% | $15,900-96.3% | $6,924-91.5% |