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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 | $12,105 | $25,014-51.6% | $69,623-82.6% | $80,935-85.0% |
| Participation rate | 69.5% | 64.2%+5.3pp | 66.4%+3.1pp | 67.7%+1.9pp |
| Annual return | 16.37% | 19.08%-2.7pp | 101.23%-84.9pp | 35.66%-19.3pp |
| Employer contribution / active EE | $724 | $991-26.9% | $1,709-57.6% | $2,757-73.7% |
| Participant deferral / active EE | $2,144 | $1,840+16.6% | $2,890-25.8% | $4,299-50.1% |
| Admin fee / account holder | $1,836 | $2,491-26.3% | $4,696-60.9% | $6,924-73.5% |