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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 | $16,685 | $47,848-65.1% | $81,473-79.5% | $70,124-76.2% |
| Participation rate | 61.9% | 58.3%+3.6pp | 68.0%-6.1pp | 69.5%-7.6pp |
| Annual return | 17.28% | 27.25%-10.0pp | 38.78%-21.5pp | 73.14%-55.9pp |
| Employer contribution / active EE | $770 | $1,527-49.6% | $2,568-70.0% | $2,342-67.1% |
| Participant deferral / active EE | $1,064 | $2,453-56.6% | $3,537-69.9% | $3,332-68.1% |
| Admin fee / account holder | $1,197 | $3,145-61.9% | $4,561-73.8% | $4,645-74.2% |