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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 | $13,192 | $57,073-76.9% | $85,126-84.5% | $80,925-83.7% |
| Participation rate | 61.7% | 56.4%+5.3pp | 67.5%-5.8pp | 67.7%-5.9pp |
| Annual return | 37.29% | 21.69%+15.6pp | 66.63%-29.3pp | 35.65%+1.6pp |
| Employer contribution / active EE | $1,576 | $1,801-12.5% | $2,731-42.3% | $2,756-42.8% |
| Participant deferral / active EE | $1,829 | $3,113-41.3% | $4,523-59.6% | $4,299-57.5% |
| Admin fee / account holder | $1,782 | $4,988-64.3% | $6,160-71.1% | $6,940-74.3% |