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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 | $21,272 | $86,050-75.3% | $189,758-88.8% | $94,015-77.4% |
| Participation rate | 65.0% | 68.9%-3.9pp | 79.8%-14.8pp | 70.8%-5.8pp |
| Annual return | 17.97% | 17.77%+0.2pp | 52.62%-34.7pp | 17.84%+0.1pp |
| Employer contribution / active EE | $1,494 | $2,819-47.0% | $4,767-68.7% | $2,790-46.5% |
| Participant deferral / active EE | $3,454 | $3,349+3.1% | $5,856-41.0% | $4,249-18.7% |
| Admin fee / account holder | $1,640 | $6,627-75.3% | $20,388-92.0% | $8,951-81.7% |