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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 | $20,726 | $73,787-71.9% | $98,716-79.0% | $82,448-74.9% |
| Participation rate | 66.7% | 61.4%+5.3pp | 69.3%-2.6pp | 68.1%-1.4pp |
| Annual return | 21.01% | 18.57%+2.4pp | 31.81%-10.8pp | 41.64%-20.6pp |
| Employer contribution / active EE | $1,391 | $1,511-7.9% | $2,279-38.9% | $2,551-45.5% |
| Participant deferral / active EE | $2,029 | $3,081-34.1% | $4,048-49.9% | $4,139-51.0% |
| Admin fee / account holder | $816 | $6,500-87.4% | $8,703-90.6% | $7,234-88.7% |