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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 | $18,424 | $65,364-71.8% | $92,909-80.2% | $72,975-74.8% |
| Participation rate | 69.6% | 68.3%+1.3pp | 76.0%-6.4pp | 69.5%+0.1pp |
| Annual return | 21.88% | 42.11%-20.2pp | 109.44%-87.6pp | 81.01%-59.1pp |
| Employer contribution / active EE | $1,342 | $2,594-48.3% | $3,653-63.3% | $2,440-45.0% |
| Participant deferral / active EE | $2,253 | $3,128-28.0% | $4,238-46.8% | $3,608-37.5% |
| Admin fee / account holder | $2,343 | $4,251-44.9% | $5,795-59.6% | $5,124-54.3% |