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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 | $24,575 | $56,544-56.5% | $75,501-67.5% | $70,124-65.0% |
| Participation rate | 65.4% | 68.1%-2.7pp | 72.4%-7.0pp | 69.5%-4.2pp |
| Annual return | 24.52% | 23.59%+0.9pp | 27.35%-2.8pp | 73.14%-48.6pp |
| Employer contribution / active EE | $831 | $1,817-54.3% | $2,352-64.7% | $2,342-64.5% |
| Participant deferral / active EE | $2,483 | $2,580-3.8% | $3,142-21.0% | $3,332-25.5% |
| Admin fee / account holder | $2,513 | $3,827-34.3% | $5,801-56.7% | $4,645-45.9% |