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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 | $20,657 | $76,407-73.0% | $150,298-86.3% | $82,448-74.9% |
| Participation rate | 68.8% | 66.4%+2.4pp | 77.8%-9.0pp | 68.1%+0.7pp |
| Annual return | 16.70% | 39.99%-23.3pp | 62.79%-46.1pp | 41.64%-24.9pp |
| Employer contribution / active EE | $1,334 | $2,614-49.0% | $4,154-67.9% | $2,551-47.7% |
| Participant deferral / active EE | $2,980 | $3,214-7.3% | $5,453-45.3% | $4,139-28.0% |
| Admin fee / account holder | $320 | $6,352-95.0% | $14,116-97.7% | $7,234-95.6% |