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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 | $25,616 | $58,627-56.3% | $76,735-66.6% | $82,448-68.9% |
| Participation rate | 66.7% | 63.2%+3.4pp | 69.5%-2.8pp | 68.1%-1.4pp |
| Annual return | 17.35% | 39.10%-21.8pp | 29.77%-12.4pp | 41.64%-24.3pp |
| Employer contribution / active EE | $970 | $1,729-43.9% | $2,454-60.5% | $2,551-62.0% |
| Participant deferral / active EE | $1,744 | $3,134-44.3% | $4,088-57.3% | $4,139-57.9% |
| Admin fee / account holder | $905 | $5,323-83.0% | $7,189-87.4% | $7,234-87.5% |