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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 | $23,551 | $45,082-47.8% | $69,464-66.1% | $72,975-67.7% |
| Participation rate | 67.2% | 68.5%-1.3pp | 74.6%-7.4pp | 69.5%-2.2pp |
| Annual return | 25.95% | 22.66%+3.3pp | 28.98%-3.0pp | 81.01%-55.1pp |
| Employer contribution / active EE | $1,308 | $2,055-36.4% | $2,779-52.9% | $2,440-46.4% |
| Participant deferral / active EE | $2,697 | $2,604+3.6% | $3,536-23.7% | $3,608-25.2% |
| Admin fee / account holder | $598 | $3,057-80.4% | $3,840-84.4% | $5,124-88.3% |