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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 | $20,307 | $44,746-54.6% | $88,179-77.0% | $64,097-68.3% |
| Participation rate | 65.3% | 39.8%+25.5pp | 69.1%-3.8pp | 55.2%+10.2pp |
| Annual return | 26.70% | 24.70%+2.0pp | 64.97%-38.3pp | 34.64%-7.9pp |
| Employer contribution / active EE | $1,145 | $1,078+6.2% | $2,549-55.1% | $1,891-39.5% |
| Participant deferral / active EE | $3,511 | $2,072+69.5% | $4,614-23.9% | $3,080+14.0% |
| Admin fee / account holder | $2,649 | $3,437-22.9% | $7,673-65.5% | $3,454-23.3% |