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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 | $15,612 | $49,249-68.3% | $70,476-77.8% | $79,852-80.4% |
| Participation rate | 69.6% | 69.2%+0.4pp | 75.1%-5.5pp | 69.6%-0.1pp |
| Annual return | 11.22% | 30.09%-18.9pp | 109.12%-97.9pp | 31.72%-20.5pp |
| Employer contribution / active EE | $1,241 | $2,100-40.9% | $2,738-54.7% | $2,471-49.8% |
| Participant deferral / active EE | $2,629 | $2,769-5.0% | $3,710-29.1% | $3,740-29.7% |
| Admin fee / account holder | $1,221 | $2,878-57.6% | $3,847-68.3% | $5,306-77.0% |