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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 | $19,405 | $94,439-79.5% | $73,658-73.7% | $154,746-87.5% |
| Participation rate | 66.7% | 64.7%+2.0pp | 57.0%+9.6pp | 80.7%-14.0pp |
| Annual return | 28.55% | 28.25%+0.3pp | 29.72%-1.2pp | 172.34%-143.8pp |
| Employer contribution / active EE | $1,198 | $1,257-4.7% | $1,032+16.1% | $4,379-72.6% |
| Participant deferral / active EE | $4,097 | $2,527+62.1% | $2,062+98.7% | $6,730-39.1% |
| Admin fee / account holder | $668 | $3,843-82.6% | $3,357-80.1% | $14,365-95.3% |