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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 | $14,329 | $48,078-70.2% | $78,676-81.8% | $62,881-77.2% |
| Participation rate | 68.4% | 65.2%+3.2pp | 73.6%-5.1pp | 69.3%-0.9pp |
| Annual return | 5.46% | 31.36%-25.9pp | 62.19%-56.7pp | 20.14%-14.7pp |
| Employer contribution / active EE | $1,292 | $2,015-35.9% | $2,850-54.7% | $2,281-43.4% |
| Participant deferral / active EE | $1,659 | $2,587-35.9% | $3,517-52.8% | $3,203-48.2% |
| Admin fee / account holder | $1,884 | $3,206-41.2% | $4,510-58.2% | $4,296-56.2% |