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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 | $23,958 | $81,358-70.6% | $155,556-84.6% | $80,959-70.4% |
| Participation rate | 67.6% | 66.3%+1.4pp | 78.2%-10.6pp | 67.7%0pp |
| Annual return | 14.15% | 33.39%-19.2pp | 64.84%-50.7pp | 35.67%-21.5pp |
| Employer contribution / active EE | $1,242 | $3,106-60.0% | $4,675-73.4% | $2,757-55.0% |
| Participant deferral / active EE | $1,694 | $3,455-51.0% | $5,631-69.9% | $4,300-60.6% |
| Admin fee / account holder | $4,925 | $7,994-38.4% | $15,885-69.0% | $6,925-28.9% |