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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 | $21,078 | $73,787-71.4% | $98,716-78.6% | $82,448-74.4% |
| Participation rate | 65.7% | 61.4%+4.3pp | 69.3%-3.6pp | 68.1%-2.4pp |
| Annual return | 18.73% | 18.57%+0.2pp | 31.81%-13.1pp | 41.64%-22.9pp |
| Employer contribution / active EE | $1,659 | $1,511+9.8% | $2,279-27.2% | $2,551-35.0% |
| Participant deferral / active EE | $2,828 | $3,081-8.2% | $4,048-30.1% | $4,139-31.7% |
| Admin fee / account holder | $2,330 | $6,500-64.2% | $8,703-73.2% | $7,234-67.8% |