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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 | $16,954 | $58,848-71.2% | $88,179-80.8% | $82,637-79.5% |
| Participation rate | 65.6% | 57.9%+7.7pp | 69.1%-3.5pp | 68.1%-2.4pp |
| Annual return | 13.85% | 22.76%-8.9pp | 64.97%-51.1pp | 53.51%-39.7pp |
| Employer contribution / active EE | $1,652 | $1,678-1.6% | $2,549-35.2% | $2,552-35.3% |
| Participant deferral / active EE | $3,872 | $3,124+23.9% | $4,614-16.1% | $4,126-6.2% |
| Admin fee / account holder | $2,261 | $4,795-52.8% | $7,673-70.5% | $7,339-69.2% |