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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 | $24,635 | $81,358-69.7% | $155,556-84.2% | $80,959-69.6% |
| Participation rate | 68.0% | 66.3%+1.7pp | 78.2%-10.2pp | 67.7%+0.3pp |
| Annual return | 14.57% | 33.39%-18.8pp | 64.84%-50.3pp | 35.67%-21.1pp |
| Employer contribution / active EE | $1,648 | $3,106-46.9% | $4,675-64.8% | $2,757-40.2% |
| Participant deferral / active EE | $2,018 | $3,455-41.6% | $5,631-64.2% | $4,300-53.1% |
| Admin fee / account holder | $578 | $7,994-92.8% | $15,885-96.4% | $6,925-91.7% |