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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 | $18,371 | $58,848-68.8% | $88,179-79.2% | $82,637-77.8% |
| Participation rate | 68.3% | 57.9%+10.4pp | 69.1%-0.8pp | 68.1%+0.3pp |
| Annual return | 19.83% | 22.76%-2.9pp | 64.97%-45.1pp | 53.51%-33.7pp |
| Employer contribution / active EE | $300 | $1,678-82.2% | $2,549-88.3% | $2,552-88.3% |
| Participant deferral / active EE | $2,285 | $3,124-26.9% | $4,614-50.5% | $4,126-44.6% |
| Admin fee / account holder | $3,645 | $4,795-24.0% | $7,673-52.5% | $7,339-50.3% |