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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 | $25,262 | $64,920-61.1% | $103,693-75.6% | $86,983-71.0% |
| Participation rate | 67.5% | 63.6%+3.9pp | 72.6%-5.1pp | 69.5%-2.0pp |
| Annual return | 18.65% | 30.29%-11.6pp | 47.61%-29.0pp | 25.83%-7.2pp |
| Employer contribution / active EE | $1,726 | $2,141-19.4% | $2,920-40.9% | $2,584-33.2% |
| Participant deferral / active EE | $3,591 | $3,241+10.8% | $4,579-21.6% | $4,194-14.4% |
| Admin fee / account holder | $3,409 | $6,191-44.9% | $7,858-56.6% | $7,856-56.6% |