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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 | $20,292 | $81,331-75.1% | $155,534-87.0% | $80,935-74.9% |
| Participation rate | 69.0% | 66.3%+2.7pp | 78.2%-9.3pp | 67.7%+1.3pp |
| Annual return | 16.13% | 33.37%-17.2pp | 64.92%-48.8pp | 35.66%-19.5pp |
| Employer contribution / active EE | $1,336 | $3,105-57.0% | $4,675-71.4% | $2,757-51.5% |
| Participant deferral / active EE | $3,746 | $3,454+8.5% | $5,630-33.5% | $4,299-12.9% |
| Admin fee / account holder | $502 | $7,999-93.7% | $15,900-96.8% | $6,924-92.7% |