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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 | $22,863 | $43,496-47.4% | $161,489-85.8% | $64,340-64.5% |
| Participation rate | 68.4% | 53.5%+14.9pp | 78.7%-10.3pp | 55.2%+13.2pp |
| Annual return | 22.85% | 20.76%+2.1pp | 89.72%-66.9pp | 24.14%-1.3pp |
| Employer contribution / active EE | $751 | $1,431-47.5% | $4,268-82.4% | $1,862-59.7% |
| Participant deferral / active EE | $2,181 | $1,996+9.3% | $5,630-61.3% | $2,980-26.8% |
| Admin fee / account holder | $914 | $2,330-60.8% | $16,006-94.3% | $3,703-75.3% |