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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 | $24,409 | $41,377-41.0% | $109,313-77.7% | $62,881-61.2% |
| Participation rate | 67.7% | 57.5%+10.2pp | 71.3%-3.5pp | 69.3%-1.6pp |
| Annual return | 8.69% | 11.05%-2.4pp | 22.07%-13.4pp | 20.14%-11.5pp |
| Employer contribution / active EE | $760 | $1,276-40.4% | $3,892-80.5% | $2,281-66.7% |
| Participant deferral / active EE | $4,241 | $2,045+107.4% | $3,166+33.9% | $3,203+32.4% |
| Admin fee / account holder | $810 | $2,884-71.9% | $5,666-85.7% | $4,296-81.1% |