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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 | $23,166 | $54,541-57.5% | $78,778-70.6% | $70,126-67.0% |
| Participation rate | 65.4% | 60.8%+4.6pp | 69.2%-3.8pp | 69.5%-4.2pp |
| Annual return | 19.30% | 21.07%-1.8pp | 35.62%-16.3pp | 73.15%-53.8pp |
| Employer contribution / active EE | $1,205 | $1,089+10.7% | $1,986-39.3% | $2,343-48.6% |
| Participant deferral / active EE | $1,878 | $2,210-15.0% | $2,958-36.5% | $3,332-43.6% |
| Admin fee / account holder | $1,051 | $3,709-71.7% | $5,134-79.5% | $4,645-77.4% |