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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 | $20,373 | $46,877-56.5% | $122,342-83.3% | $70,131-70.9% |
| Participation rate | 61.8% | 58.2%+3.6pp | 71.6%-9.8pp | 69.5%-7.7pp |
| Annual return | 13.59% | 24.22%-10.6pp | 30.28%-16.7pp | 73.14%-59.6pp |
| Employer contribution / active EE | $785 | $1,288-39.0% | $4,051-80.6% | $2,342-66.5% |
| Participant deferral / active EE | $2,200 | $2,167+1.5% | $3,287-33.1% | $3,332-34.0% |
| Admin fee / account holder | $601 | $3,324-81.9% | $5,478-89.0% | $4,645-87.1% |