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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 | $17,675 | $25,014-29.3% | $69,632-74.6% | $80,959-78.2% |
| Participation rate | 40.4% | 64.2%-23.8pp | 66.4%-26.0pp | 67.7%-27.2pp |
| Annual return | 38.87% | 19.08%+19.8pp | 101.32%-62.5pp | 35.67%+3.2pp |
| Employer contribution / active EE | $1,063 | $991+7.3% | $1,708-37.8% | $2,757-61.4% |
| Participant deferral / active EE | $1,529 | $1,840-16.9% | $2,889-47.1% | $4,300-64.4% |
| Admin fee / account holder | $1,268 | $2,491-49.1% | $4,695-73.0% | $6,925-81.7% |