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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 | $13,642 | $36,948-63.1% | $73,658-81.5% | $87,485-84.4% |
| Participation rate | 63.0% | 46.8%+16.1pp | 57.0%+5.9pp | 68.9%-6.0pp |
| Annual return | 18.27% | 28.64%-10.4pp | 29.72%-11.4pp | 26.06%-7.8pp |
| Employer contribution / active EE | $816 | $670+21.7% | $1,032-21.0% | $2,596-68.6% |
| Participant deferral / active EE | $1,819 | $1,379+31.9% | $2,062-11.8% | $4,274-57.4% |
| Admin fee / account holder | $1,351 | $2,531-46.6% | $3,357-59.7% | $7,775-82.6% |