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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 | $26,466 | $81,358-67.5% | $155,556-83.0% | $80,959-67.3% |
| Participation rate | 68.1% | 66.3%+1.8pp | 78.2%-10.2pp | 67.7%+0.4pp |
| Annual return | 21.63% | 33.39%-11.8pp | 64.84%-43.2pp | 35.67%-14.0pp |
| Employer contribution / active EE | $755 | $3,106-75.7% | $4,675-83.9% | $2,757-72.6% |
| Participant deferral / active EE | $10,174 | $3,455+194.5% | $5,631+80.7% | $4,300+136.6% |
| Admin fee / account holder | $1,817 | $7,994-77.3% | $15,885-88.6% | $6,925-73.8% |