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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 | $18,976 | $62,672-69.7% | $185,117-89.7% | $70,126-72.9% |
| Participation rate | 68.6% | 63.8%+4.8pp | 77.3%-8.7pp | 69.5%-1.0pp |
| Annual return | 18.27% | 40.79%-22.5pp | 40.50%-22.2pp | 73.15%-54.9pp |
| Employer contribution / active EE | $1,561 | $1,753-10.9% | $4,182-62.7% | $2,343-33.3% |
| Participant deferral / active EE | $1,777 | $3,272-45.7% | $5,045-64.8% | $3,332-46.7% |
| Admin fee / account holder | $1,697 | $3,932-56.8% | $8,159-79.2% | $4,645-63.5% |