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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 | $16,093 | $57,541-72.0% | $95,740-83.2% | $75,173-78.6% |
| Participation rate | 68.0% | 62.5%+5.5pp | 72.3%-4.3pp | 67.2%+0.8pp |
| Annual return | 18.20% | 34.93%-16.7pp | 28.41%-10.2pp | 160.72%-142.5pp |
| Employer contribution / active EE | $1,006 | $1,808-44.3% | $2,836-64.5% | $2,671-62.3% |
| Participant deferral / active EE | $2,250 | $3,074-26.8% | $4,244-47.0% | $4,126-45.5% |
| Admin fee / account holder | $504 | $4,099-87.7% | $5,676-91.1% | $5,651-91.1% |