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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 | $19,376 | $52,580-63.1% | $71,671-73.0% | $70,126-72.4% |
| Participation rate | 57.7% | 60.9%-3.2pp | 68.7%-11.1pp | 69.5%-11.8pp |
| Annual return | 32.41% | 20.25%+12.2pp | 20.65%+11.8pp | 73.15%-40.7pp |
| Employer contribution / active EE | $827 | $1,616-48.8% | $2,460-66.4% | $2,343-64.7% |
| Participant deferral / active EE | $2,862 | $2,386+19.9% | $3,438-16.8% | $3,332-14.1% |
| Admin fee / account holder | $1,897 | $3,653-48.1% | $5,558-65.9% | $4,645-59.2% |