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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 | $22,187 | $93,598-76.3% | $135,974-83.7% | $75,173-70.5% |
| Participation rate | 69.2% | 75.2%-6.0pp | 81.9%-12.7pp | 67.2%+2.0pp |
| Annual return | 16.60% | 30.89%-14.3pp | 68.30%-51.7pp | 160.72%-144.1pp |
| Employer contribution / active EE | $2,335 | $3,538-34.0% | $4,859-51.9% | $2,671-12.6% |
| Participant deferral / active EE | $4,528 | $6,405-29.3% | $7,760-41.7% | $4,126+9.7% |
| Admin fee / account holder | $1,699 | $6,978-75.7% | $10,767-84.2% | $5,651-69.9% |