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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 | $17,050 | $76,407-77.7% | $150,298-88.7% | $82,448-79.3% |
| Participation rate | 69.2% | 66.4%+2.8pp | 77.8%-8.5pp | 68.1%+1.2pp |
| Annual return | 14.65% | 39.99%-25.3pp | 62.79%-48.1pp | 41.64%-27.0pp |
| Employer contribution / active EE | $1,601 | $2,614-38.8% | $4,154-61.5% | $2,551-37.3% |
| Participant deferral / active EE | $2,515 | $3,214-21.8% | $5,453-53.9% | $4,139-39.2% |
| Admin fee / account holder | $501 | $6,352-92.1% | $14,116-96.5% | $7,234-93.1% |