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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 | $25,541 | $86,330-70.4% | $121,871-79.0% | $94,015-72.8% |
| Participation rate | 69.0% | 66.7%+2.3pp | 73.2%-4.2pp | 70.8%-1.9pp |
| Annual return | 14.04% | 14.95%-0.9pp | 13.57%+0.5pp | 17.84%-3.8pp |
| Employer contribution / active EE | $1,042 | $2,292-54.6% | $2,731-61.9% | $2,790-62.7% |
| Participant deferral / active EE | $1,890 | $3,146-39.9% | $4,318-56.2% | $4,249-55.5% |
| Admin fee / account holder | $1,696 | $7,346-76.9% | $11,551-85.3% | $8,951-81.0% |