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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 | $16,989 | $54,757-69.0% | $90,300-81.2% | $72,983-76.7% |
| Participation rate | 66.7% | 65.1%+1.5pp | 73.3%-6.6pp | 69.5%-2.8pp |
| Annual return | 21.87% | 30.63%-8.8pp | 78.11%-56.2pp | 81.01%-59.1pp |
| Employer contribution / active EE | $287 | $2,092-86.3% | $2,854-89.9% | $2,440-88.2% |
| Participant deferral / active EE | $2,275 | $2,887-21.2% | $3,884-41.4% | $3,608-36.9% |
| Admin fee / account holder | $493 | $3,972-87.6% | $5,353-90.8% | $5,124-90.4% |