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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 | $29,870 | $67,894-56.0% | $89,340-66.6% | $82,448-63.8% |
| Participation rate | 66.7% | 64.0%+2.6pp | 69.6%-2.9pp | 68.1%-1.4pp |
| Annual return | 19.97% | 19.21%+0.8pp | 20.57%-0.6pp | 41.64%-21.7pp |
| Employer contribution / active EE | $781 | $1,828-57.3% | $2,231-65.0% | $2,551-69.4% |
| Participant deferral / active EE | $1,761 | $3,072-42.7% | $3,823-53.9% | $4,139-57.5% |
| Admin fee / account holder | $617 | $5,723-89.2% | $6,704-90.8% | $7,234-91.5% |