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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 | $15,823 | $44,746-64.6% | $88,179-82.1% | $64,097-75.3% |
| Participation rate | 58.9% | 39.8%+19.1pp | 69.1%-10.2pp | 55.2%+3.7pp |
| Annual return | 17.43% | 24.70%-7.3pp | 64.97%-47.5pp | 34.64%-17.2pp |
| Employer contribution / active EE | $1,033 | $1,078-4.1% | $2,549-59.5% | $1,891-45.4% |
| Participant deferral / active EE | $1,755 | $2,072-15.3% | $4,614-62.0% | $3,080-43.0% |
| Admin fee / account holder | $1,440 | $3,437-58.1% | $7,673-81.2% | $3,454-58.3% |