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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 | $17,772 | $76,407-76.7% | $150,298-88.2% | $82,448-78.4% |
| Participation rate | 69.0% | 66.4%+2.7pp | 77.8%-8.7pp | 68.1%+1.0pp |
| Annual return | 17.76% | 39.99%-22.2pp | 62.79%-45.0pp | 41.64%-23.9pp |
| Employer contribution / active EE | $1,227 | $2,614-53.1% | $4,154-70.5% | $2,551-51.9% |
| Participant deferral / active EE | $1,923 | $3,214-40.2% | $5,453-64.7% | $4,139-53.5% |
| Admin fee / account holder | $4,228 | $6,352-33.4% | $14,116-70.1% | $7,234-41.6% |