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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 | $19,374 | $69,444-72.1% | $92,985-79.2% | $87,485-77.9% |
| Participation rate | 52.2% | 63.3%-11.1pp | 69.5%-17.3pp | 68.9%-16.8pp |
| Annual return | 25.02% | 23.85%+1.2pp | 27.99%-3.0pp | 26.06%-1.0pp |
| Employer contribution / active EE | $1,499 | $1,917-21.8% | $2,662-43.7% | $2,596-42.3% |
| Participant deferral / active EE | $2,008 | $3,364-40.3% | $4,377-54.1% | $4,274-53.0% |
| Admin fee / account holder | $2,707 | $6,137-55.9% | $9,463-71.4% | $7,775-65.2% |