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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 | $20,511 | $81,262-74.8% | $155,602-86.8% | $80,911-74.6% |
| Participation rate | 69.1% | 66.2%+2.9pp | 78.2%-9.1pp | 67.6%+1.4pp |
| Annual return | 13.96% | 33.34%-19.4pp | 64.81%-50.9pp | 35.63%-21.7pp |
| Employer contribution / active EE | $698 | $3,102-77.5% | $4,675-85.1% | $2,756-74.7% |
| Participant deferral / active EE | $4,981 | $3,451+44.3% | $5,629-11.5% | $4,297+15.9% |
| Admin fee / account holder | $2,579 | $7,992-67.7% | $15,923-83.8% | $6,935-62.8% |