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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 | $16,753 | $81,276-79.4% | $155,574-89.2% | $80,925-79.3% |
| Participation rate | 65.3% | 66.2%-0.9pp | 78.2%-12.9pp | 67.7%-2.4pp |
| Annual return | 41.35% | 33.36%+8.0pp | 64.87%-23.5pp | 35.65%+5.7pp |
| Employer contribution / active EE | $2,223 | $3,103-28.4% | $4,676-52.5% | $2,756-19.4% |
| Participant deferral / active EE | $2,452 | $3,453-29.0% | $5,629-56.4% | $4,299-43.0% |
| Admin fee / account holder | $1,418 | $7,993-82.3% | $15,914-91.1% | $6,940-79.6% |