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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 | $67,894-62.4% | $89,340-71.4% | $82,448-69.0% |
| Participation rate | 69.0% | 64.0%+4.9pp | 69.6%-0.6pp | 68.1%+0.9pp |
| Annual return | 14.04% | 19.21%-5.2pp | 20.57%-6.5pp | 41.64%-27.6pp |
| Employer contribution / active EE | $1,042 | $1,828-43.0% | $2,231-53.3% | $2,551-59.2% |
| Participant deferral / active EE | $1,890 | $3,072-38.5% | $3,823-50.6% | $4,139-54.3% |
| Admin fee / account holder | $1,696 | $5,723-70.4% | $6,704-74.7% | $7,234-76.6% |