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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 | $26,349 | $59,440-55.7% | $78,004-66.2% | $82,637-68.1% |
| Participation rate | 65.4% | 62.8%+2.6pp | 69.4%-4.1pp | 68.1%-2.7pp |
| Annual return | 22.45% | 40.24%-17.8pp | 31.07%-8.6pp | 53.51%-31.1pp |
| Employer contribution / active EE | $1,443 | $1,750-17.6% | $2,469-41.6% | $2,552-43.5% |
| Participant deferral / active EE | $3,233 | $3,138+3.0% | $4,092-21.0% | $4,126-21.6% |
| Admin fee / account holder | $6,105 | $5,504+10.9% | $7,578-19.4% | $7,339-16.8% |