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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 | $22,797 | $58,627-61.1% | $76,735-70.3% | $82,448-72.4% |
| Participation rate | 65.9% | 63.2%+2.6pp | 69.5%-3.6pp | 68.1%-2.2pp |
| Annual return | 13.16% | 39.10%-25.9pp | 29.77%-16.6pp | 41.64%-28.5pp |
| Employer contribution / active EE | $974 | $1,729-43.7% | $2,454-60.3% | $2,551-61.8% |
| Participant deferral / active EE | $2,548 | $3,134-18.7% | $4,088-37.7% | $4,139-38.4% |
| Admin fee / account holder | $2,532 | $5,323-52.4% | $7,189-64.8% | $7,234-65.0% |