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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 | $14,931 | $54,757-72.7% | $90,304-83.5% | $72,975-79.5% |
| Participation rate | 67.6% | 65.2%+2.4pp | 73.3%-5.7pp | 69.5%-1.9pp |
| Annual return | 22.65% | 30.63%-8.0pp | 78.13%-55.5pp | 81.01%-58.4pp |
| Employer contribution / active EE | $1,448 | $2,093-30.8% | $2,855-49.3% | $2,440-40.6% |
| Participant deferral / active EE | $2,308 | $2,887-20.0% | $3,885-40.6% | $3,608-36.0% |
| Admin fee / account holder | $852 | $3,973-78.6% | $5,354-84.1% | $5,124-83.4% |