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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 | $58,848-72.9% | $88,179-81.9% | $82,637-80.7% |
| Participation rate | 59.1% | 57.9%+1.2pp | 69.1%-10.1pp | 68.1%-9.0pp |
| Annual return | 20.31% | 22.76%-2.5pp | 64.97%-44.7pp | 53.51%-33.2pp |
| Employer contribution / active EE | $826 | $1,678-50.8% | $2,549-67.6% | $2,552-67.6% |
| Participant deferral / active EE | $2,193 | $3,124-29.8% | $4,614-52.5% | $4,126-46.9% |
| Admin fee / account holder | $637 | $4,795-86.7% | $7,673-91.7% | $7,339-91.3% |