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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 | $17,121 | $58,523-70.7% | $99,470-82.8% | $72,983-76.5% |
| Participation rate | 68.0% | 64.6%+3.4pp | 73.8%-5.8pp | 69.5%-1.5pp |
| Annual return | 25.11% | 28.51%-3.4pp | 30.72%-5.6pp | 81.01%-55.9pp |
| Employer contribution / active EE | $1,258 | $1,512-16.8% | $2,540-50.5% | $2,440-48.5% |
| Participant deferral / active EE | $2,119 | $2,606-18.7% | $3,619-41.4% | $3,608-41.3% |
| Admin fee / account holder | $505 | $4,102-87.7% | $6,252-91.9% | $5,124-90.1% |