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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 | $18,992 | $73,787-74.3% | $98,716-80.8% | $82,448-77.0% |
| Participation rate | 63.6% | 61.4%+2.2pp | 69.3%-5.7pp | 68.1%-4.4pp |
| Annual return | 19.97% | 18.57%+1.4pp | 31.81%-11.8pp | 41.64%-21.7pp |
| Employer contribution / active EE | $1,198 | $1,511-20.7% | $2,279-47.4% | $2,551-53.0% |
| Participant deferral / active EE | $2,514 | $3,081-18.4% | $4,048-37.9% | $4,139-39.3% |
| Admin fee / account holder | $1,556 | $6,500-76.1% | $8,703-82.1% | $7,234-78.5% |