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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 | $15,951 | $57,590-72.3% | $86,233-81.5% | $82,448-80.7% |
| Participation rate | 59.1% | 57.9%+1.2pp | 69.0%-9.9pp | 68.1%-9.0pp |
| Annual return | 20.31% | 22.41%-2.1pp | 61.39%-41.1pp | 41.64%-21.3pp |
| Employer contribution / active EE | $826 | $1,655-50.1% | $2,504-67.0% | $2,551-67.6% |
| Participant deferral / active EE | $2,193 | $3,080-28.8% | $4,559-51.9% | $4,139-47.0% |
| Admin fee / account holder | $637 | $4,730-86.5% | $8,342-92.4% | $7,234-91.2% |