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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 | $57,590-70.6% | $86,233-80.3% | $82,448-79.4% |
| Participation rate | 65.6% | 57.9%+7.8pp | 69.0%-3.4pp | 68.1%-2.4pp |
| Annual return | 13.85% | 22.41%-8.6pp | 61.39%-47.5pp | 41.64%-27.8pp |
| Employer contribution / active EE | $1,652 | $1,655-0.2% | $2,504-34.0% | $2,551-35.2% |
| Participant deferral / active EE | $3,872 | $3,080+25.7% | $4,559-15.1% | $4,139-6.5% |
| Admin fee / account holder | $2,261 | $4,730-52.2% | $8,342-72.9% | $7,234-68.7% |