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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 | $26,064 | $35,183-25.9% | $73,550-64.6% | $70,126-62.8% |
| Participation rate | 63.8% | 42.9%+20.9pp | 54.9%+8.9pp | 69.5%-5.7pp |
| Annual return | 15.84% | 26.90%-11.1pp | -15.16%+31.0pp | 73.15%-57.3pp |
| Employer contribution / active EE | $1,091 | $709+53.9% | $1,219-10.5% | $2,343-53.4% |
| Participant deferral / active EE | $1,918 | $1,220+57.2% | $1,804+6.3% | $3,332-42.4% |
| Admin fee / account holder | $533 | $2,302-76.8% | $2,320-77.0% | $4,645-88.5% |