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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 | $22,419 | $58,493-61.7% | $84,021-73.3% | $72,975-69.3% |
| Participation rate | 63.3% | 61.2%+2.1pp | 69.0%-5.7pp | 69.5%-6.2pp |
| Annual return | 25.52% | 28.93%-3.4pp | 71.32%-45.8pp | 81.01%-55.5pp |
| Employer contribution / active EE | $1,067 | $1,163-8.3% | $1,984-46.2% | $2,440-56.3% |
| Participant deferral / active EE | $1,759 | $2,394-26.5% | $3,239-45.7% | $3,608-51.2% |
| Admin fee / account holder | $1,144 | $4,569-75.0% | $6,102-81.3% | $5,124-77.7% |