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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 | $18,796 | $75,720-75.2% | $90,312-79.2% | $86,983-78.4% |
| Participation rate | 53.0% | 66.3%-13.2pp | 72.9%-19.9pp | 69.5%-16.5pp |
| Annual return | 32.42% | 18.55%+13.9pp | 18.90%+13.5pp | 25.83%+6.6pp |
| Employer contribution / active EE | $1,250 | $1,945-35.7% | $2,243-44.2% | $2,584-51.6% |
| Participant deferral / active EE | $1,974 | $3,001-34.2% | $3,749-47.3% | $4,194-52.9% |
| Admin fee / account holder | $956 | $6,201-84.6% | $8,248-88.4% | $7,856-87.8% |