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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 | $25,211 | $67,894-62.9% | $89,340-71.8% | $82,448-69.4% |
| Participation rate | 46.4% | 64.0%-17.6pp | 69.6%-23.1pp | 68.1%-21.6pp |
| Annual return | 20.78% | 19.21%+1.6pp | 20.57%+0.2pp | 41.64%-20.9pp |
| Employer contribution / active EE | $847 | $1,828-53.7% | $2,231-62.0% | $2,551-66.8% |
| Participant deferral / active EE | $2,920 | $3,072-5.0% | $3,823-23.6% | $4,139-29.5% |
| Admin fee / account holder | $581 | $5,723-89.9% | $6,704-91.3% | $7,234-92.0% |