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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 | $16,200 | $58,523-72.3% | $99,475-83.7% | $72,975-77.8% |
| Participation rate | 67.6% | 64.6%+2.9pp | 73.8%-6.3pp | 69.5%-1.9pp |
| Annual return | 32.41% | 28.51%+3.9pp | 30.72%+1.7pp | 81.01%-48.6pp |
| Employer contribution / active EE | $1,790 | $1,512+18.4% | $2,540-29.5% | $2,440-26.6% |
| Participant deferral / active EE | $2,218 | $2,606-14.9% | $3,619-38.7% | $3,608-38.5% |
| Admin fee / account holder | $1,238 | $4,102-69.8% | $6,252-80.2% | $5,124-75.8% |