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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 | $20,823 | $81,276-74.4% | $155,574-86.6% | $80,925-74.3% |
| Participation rate | 69.4% | 66.2%+3.1pp | 78.2%-8.8pp | 67.7%+1.7pp |
| Annual return | 19.89% | 33.36%-13.5pp | 64.87%-45.0pp | 35.65%-15.8pp |
| Employer contribution / active EE | $391 | $3,103-87.4% | $4,676-91.6% | $2,756-85.8% |
| Participant deferral / active EE | $3,388 | $3,453-1.9% | $5,629-39.8% | $4,299-21.2% |
| Admin fee / account holder | $754 | $7,993-90.6% | $15,914-95.3% | $6,940-89.1% |