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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 | $25,019 | $36,948-32.3% | $73,658-66.0% | $87,485-71.4% |
| Participation rate | 67.4% | 46.8%+20.6pp | 57.0%+10.4pp | 68.9%-1.5pp |
| Annual return | 17.19% | 28.64%-11.4pp | 29.72%-12.5pp | 26.06%-8.9pp |
| Employer contribution / active EE | $1,389 | $670+107.4% | $1,032+34.6% | $2,596-46.5% |
| Participant deferral / active EE | $2,639 | $1,379+91.4% | $2,062+28.0% | $4,274-38.3% |
| Admin fee / account holder | $1,069 | $2,531-57.7% | $3,357-68.1% | $7,775-86.2% |